WhiteRock Wealth Management is a family-owned registered investment advisory firm located in Dallas, Texas. Established in 1981, the firm is comprised of five investment professionals with over 120 years of combined experience in asset management.
The company offers discretionary investment management services, allowing them to buy and sell securities in client accounts without prior permission. They also provide financial planning services to help clients assess their financial situations and align their strategies with personal goals. WhiteRock Wealth Management is registered with the U.S. Securities and Exchange Commission (SEC), ensuring a clear distinction between their advisory services and brokerage offerings.
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