Mountain Rock Wealth Management
Financial Service
Why pick this one
Mountain Rock Wealth Management specializes in retirement income planning, investment planning, and estate coordination for retirees and near-retirees.
Best for
- retirees converting accumulated savings into future income
- people five to 10 years from retirement
- clients needing pension and employer benefit guidance
- families coordinating investments with college savings goals
- corporate retirement plan due diligence and participant assistance
- clients coordinating financial planning with an estate planning attorney
Look elsewhere if
- clients seeking legal estate documents or legal advice directly from the financial firm
Specialties
- retirement income planning for retirees and near-retirees
- pension and employer benefit decisions
- personalized investment strategy development
- estate and legacy planning coordination
- corporate retirement plan due diligence
What makes them different
- Michael Wiercinski founded the firm in October 2019 after 10 years at Wells Fargo Advisors, 3 years at UBS Financial Services, and 3 years at GE Capital Corporation
- Retirement planning includes ongoing reviews and guidance on pensions, employer benefits, healthcare, long-term care, insurance, legacy planning, and charitable giving
- Estate planning is coordinated with the client's estate planning attorney, while the firm states that it does not provide legal advice or services
- The firm serves corporate clients with retirement plan due diligence, investment advice, and participant-level assistance
- Michael Wiercinski holds a bachelor's degree in Finance from Pennsylvania State University and a master's degree from Western Carolina University
Distilled from this business's own website.
Contact & Location
- Address
- 175 E Main St Ste C, Franklin, NC 28734-3034
- Phone
- 18287775752
- Website
- https://www.mountainrockwm.com
- michael@mountainrockwm.com
Services
- retirement planning
- investment planning
- estate planning
- wealth management
- corporate retirement plan investment advice