At Rocco & Associates we utilize a collaborative team approach to help our clients implement their financial plans. Unlike traditional wealth managers, who often work independently of one another under the same roof, the entire team at Rocco & Associates will be at your disposal, working together to help you pursue your financial goals and objectives. Your team will be comprised of highly trained Attorneys, Certified Financial Planners, MBAs, and Chartered Life Underwriters. In addition we have developed long standing relationships with an intimate group of professionals, including CPAs, specialized attorneys, property and causality insurers, and medical plan providers. Although, these other professionals work outside the firm, they will act as extensions of your core team. The right approach for your needs and circumstances does exist and we are here to help you work through any challenge or opportunity that may arise in your financial lives.