Bluerock Wealth Management Llc
Bluerock Wealth Management is an independent fiduciary fee-only firm. That means we work with you, delivering clear-sighted, thorough analysis to help you make the right decisions for your financial needs, goals, and risk tolerance. As a fiduciary, we are held to the standard of acting in your best interest at all times. Our comprehensive approach covers the full spectrum of wealth management, including investing, financial planning, and tax mitigation. Hightower Advisors, LLC is a SEC registered investment adviser
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Verified contacts
8
available on Kipplo
LinkedIn employees
9
11 to 50 range
Open roles
—
no listings
Distinct roles
6
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 8 verified contacts at Bluerock Wealth Management Llc
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- AD
Anthony D. Criscuolo
Senior Wealth Manager · Finance & Accounting
EmailPhone - JG
Justin Gillette
Senior Wealth Manager · Finance & Accounting
EmailPhone - KU
Katie Upchurch
Client Service Associate · Customer/Client Service
EmailPhone - LM
Lesley Murray
Chief Operating Officer · General Business & Management
EmailPhone - RS
Rachael Selfridge Neil
Partner and Wealth Manager · Finance & Accounting
EmailPhone - RM
Robinson Mertilus
Wealth Manager · Finance & Accounting
EmailPhone - RD
Roxane Dimon
Senior Wealth Planner · Finance & Accounting
EmailPhone - AS
Alicia Sher
Partner and Wealth Manager · Finance & Accounting
EmailPhone
Showing 8 of 8 verified contacts
Top roles at Bluerock Wealth Management Llc
6 distinct titles indexed · top 6 shown.
- 2partner and wealth manager
- 2senior wealth manager
- 1chief operating officer
- 1client service associate
- 1senior wealth planner
- 1wealth manager
Sign up to unlock all 8 contacts at Bluerock Wealth Management Llc
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