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Submitted URL: http://www.rocklinewealth.com/
Effective URL: https://www.rocklinewealth.com/
Submission: On December 12 via manual from US — Scanned from DE
Effective URL: https://www.rocklinewealth.com/
Submission: On December 12 via manual from US — Scanned from DE
Form analysis 2 forms found in the DOM
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</form>Text Content
Menu * Home * Who We Are * Our Team * In the Community * What We Do * Corporate Retirement Plans * Private Wealth Management * Financial Planning * Resource Center * Rockline Minute Videos * Our Blog * Events * Weekly Market Commentary * Retirement * Estate * Investment * Tax * Money * Lifestyle * Contact * Client Login * Form CRS * Request A Meeting DEFINING FREEDOM THROUGH IMPACTFUL ADVICE WE VALUE YOUR TRUST At Rockline Wealth Management, we approach your financial picture from a wide-angle lens and form long-term, trusted relationships, while working to pursue your goals. While many financial advisors “sell” products, we pride ourselves on delivering high-level planning with a focus on tax efficiency, fee structure and risk tolerance. This disciplined approach helps our clients to build and protect generational wealth. Let's Talk OUR SERVICES Our process is a bit different than most advisors. Along with listening and learning about what is most important to you, through our planning process we provide continuous education on what you’re invested in, why you’re invested in it, and what it costs. Our goal is to empower you to feel in control of your path to financial freedom. - Corporate Retirement Planning - Succession and Exit Planning - Philanthropic Strategy - Internal Portfolio Review - Estate Planning Review - Cash Flow & Budgeting - Tax Planning - Social Security Analysis - Risk Management Planning INVESTMENT Create an investment strategy that's right for you. Learn More RETIREMENT Steps to consider, to pursue the retirement you want. Learn More ESTATE Manage your affairs during your lifetime and beyond. Learn More FAMILY We look forward to helping you and your loved ones explore their financial goals. Learn More FOCUSED ON YOU Our holistic planning strategies are designed to allow you to live your life on your terms. We strive to bring you convenience and a sense of security to help relieve the stress’ money can bring. Learn More HELPFUL CONTENT Curated articles, videos, and more for a financially savvier you. FIND THAT LOST RETIREMENT ACCOUNT With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money. Learn More THE GREAT DEBATE CONTINUES: ACTIVE VS. PASSIVE In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?” Learn More WHAT’S MY 2024 TAX BRACKET? Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed. Learn More 8 TIMELESS PRINCIPLES OF INVESTING Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice. First Name Last Name Email Address Get My Free Guide INSPIRATIONAL WORDS “STRIVE NOT TO BE OF SUCCESS, BUT RATHER TO BE OF VALUE.” - Albert Einstein “DO NOT SAVE WHAT IS LEFT AFTER SPENDING; INSTEAD SPEND WHAT IS LEFT AFTER SAVING.” - Warren Buffet “STRIVE NOT TO BE OF SUCCESS, BUT RATHER TO BE OF VALUE.” - Albert Einstein “DO NOT SAVE WHAT IS LEFT AFTER SPENDING; INSTEAD SPEND WHAT IS LEFT AFTER SAVING.” - Warren Buffet “STRIVE NOT TO BE OF SUCCESS, BUT RATHER TO BE OF VALUE.” - Albert Einstein “DO NOT SAVE WHAT IS LEFT AFTER SPENDING; INSTEAD SPEND WHAT IS LEFT AFTER SAVING.” - Warren Buffet GABRIEL GALLANTE, AIF®, PPC™ Owner, CEO & CCO Gabriel.Gallante@RocklineWealth.com MARK ROSE, PPC™ Executive Vice President- Wealth Management Advisor Mark.Rose@RocklineWealth.com JUSTIN VOLENCE Vice President- Wealth Management Advisor ANTHONY SANTO Vice President- Wealth Management Advisor NICHOLAS COLUZZI Vice President- Research & Trading Operations DANIEL SCHWARTZ Branch Operations Manager STEPHANIE TUMMINELLO Client Relationship Manager SALVATORE LICATA Vice President- Business Development VINCENT LEONARDI Associate, Wealth Management Advisor HAVE A QUESTION? Name Email Address Question Submit Thank you! Oops! CONTACT Office: (516) 605-1624 Fax: (516) 597-5745 255 Executive Drive Suite 409 Plainview, NY 11803 Send an Email QUICK LINKS * Retirement * Investment * Estate * Tax * Money * Lifestyle * All Articles * All Videos * All Calculators * All Presentations Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2023 FMG Suite. Securities offered through LPL Financial, Member FINRA & SIPC. Investment Advice offered through Rockline Wealth Management LLC, a registered investment advisor and separate entity from LPL Financial. Click HERE for Form CRS. The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: CA, CO, CT, DC, DE, FL, GA, MA, MD, MI, MO, MS, MT, NC, NJ, NM, NY, OK, PA, SC, TX, VA, VT, WA.