About Us

A Tradition of Commitment and Dedication

Our objective is to help you, your family and your business prepare for a secure financial future. To accomplish this, we take a step-by-step, consultative approach to personal and business planning that is designed to help identify and address your unique goals and objectives. We have combined the talents of well-trained, experienced professionals who understand how to overcome potential roadblocks and build a program to help you achieve financial success. Combined, our associates have over 100 years of experience in the industry. You will benefit from this diverse team of financial professionals by having the most comprehensive, creative plan possible.

A Consultative, Economics-Based Approach
At Rockwell, we know that no two individuals or businesses are alike. That’s why we believe a consultative approach is critical to helping you identify and define your most important goals.
During the process, we carefully consider all the factors that may affect your strategy, particularly taxes and inflation, which, without proper planning, could have a devastating, impact on your ultimate goal. And, when appropriate, we will work together with your other professional advisors to ensure that we take care of your total financial needs.

Integrity and Commitment
One of the most important aspects of any relationship is trust. At Rockwell Associates, we earn your trust. We are committed to providing you with the products and services that will help address your specific needs and goals. You have worked hard to get where you are today. We work hard to help you get to where you want to be tomorrow and well into the future.

A Guide In Building Your Financial Success                                                                                                                                               At Rockwell Associates, we understand that financial success is the result of discipline, hard work and smart, informed decision-making. To build and maintain an effective financial strategy, it’s important to seek out the right people who look to understand what is important to you, guide you, and provide long-term support as you move through the various stages of your financial life.

Our team offers you a dedicated guide who delivers valuable services in a coordinated and holistic way. We look beyond your basic financial needs and seeks to optimize your assets, protection, and cash flow — and minimize your debt — now and in the future. Our objective is to put you on a path to efficient wealth accumulation and financial balance, while protecting the future of your loved ones or your livelihood.

The team at Rockwell provides access to some of the best financial resources in the business, along with strong risk-management skills, and a full array of products and services. We work with you to identify the right strategies to achieve and protect your goals and your dreams.

Helping to Optimize your wealth, Achieve your goals & Protect your dreams.

2711 Centerville Rd, Suite 105, Wilmington, DE 19808