Bluerock Wealth Management LLC Employee Directory
Financial ServicesGeorgia, United States11-50 Employees
Bluerock Wealth Management LLC is a financial services firm that operates as an independent fiduciary, offering a comprehensive range of wealth management services including investing, financial planning, and tax mitigation. The firm emphasizes acting in clients’ best interests and provides analyses aimed at helping clients make informed decisions aligned with their goals and risk tolerance. Located in Alpharetta, Georgia, the company serves clients through a fee-only model and positions itself within the broader landscape of fiduciary, fee-based advisory practices. The team operates as a boutique firm with a focus on delivering thorough guidance across the spectrum of wealth management, from strategy and planning to tax considerations. The firm’s independent status and full-spectrum approach are geared toward supporting individuals seeking objective, comprehensive financial stewardship in the greater Atlanta area.
1-888-653-2347 
support@leadiq.com 
