Broker Check

Products & Services

Shelter Rock Wealth Management provides assistance in the following areas:

Investments

  • Stocks
  • Bonds: Corporate and Municipals
  • Exchange Traded Funds
  • Structured Products
  • Treasuries
  • Fixed and Variable Annuities

Financial Planning

  • Traditional IRA
  • ROTH IRA
  • SEP IRA
  • Individual 401(k) Plans
  • 401(k) Plans
  • College 529 Plans
  • Estate Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance