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What We Do

At Rocafort Group, we specialize in two primary areas: providing financial planning for high-net-worth individuals and offering retirement plan solutions for corporations with over 100 employees. Our services are comprehensive, detail-oriented, and grounded in our fiduciary responsibility to act in your best interests.

Financial Planning for High-Net-Worth Individuals

We understand that managing significant wealth requires more than just investment advice; it requires a deep understanding of your financial goals, challenges, and aspirations. Our financial planning services are designed to grow and protect your wealth while ensuring you remain on track to meet both short-term and long-term objectives.

We take a holistic approach, offering:

  • Investment Management: As fiduciaries, we provide unbiased, conflict-free advice when managing your investments. Our strategies are tailored to your risk tolerance and financial goals, helping ensure that your portfolio is positioned to grow and preserve wealth over time.

  • Tax-Efficient Strategies: We develop tax planning strategies that minimize liabilities and maximize after-tax returns, helping you retain more of your wealth.

  • Estate Planning: We work closely with you to protect your legacy, helping ensure that your estate is structured in a way that reflects your wishes and optimizes wealth transfer to future generations.

  • Retirement Planning: Our retirement planning services are designed to help you build a secure financial future. Whether you're looking to retire soon or decades down the line, we provide customized strategies to help ensure you achieve your retirement goals.

401(k) Retirement Plans for Corporations

We have extensive experience in helping corporations develop and manage high-quality retirement plans that benefit both employers and employees. We understand that an effective 401(k) plan not only helps your employees secure their financial futures but also positions your business as a competitive employer.

Our team specializes in:

  • Plan Design and Management: We customize 401(k) plans that meet the unique needs of your business. Whether you’re a growing company or a well-established corporation with over 100 employees, we design plans that align with your goals and provide employees with excellent retirement savings options.

  • Third-Party Administration as a 3(16) Fiduciary: As a 3(16) fiduciary, we take the administrative burden off your plate. This includes handling plan compliance, employee education, and ensuring your fiduciary responsibilities are met, reducing your liability and allowing you to focus on running your business.

  • Employee Education: We believe that an informed employee is a successful one. Our team conducts educational sessions to ensure your employees fully understand and appreciate the benefits of their 401(k) plans, empowering them to make sound financial decisions.

  • Ongoing Plan Oversight and Adaptation: The retirement landscape is constantly evolving. We monitor changes in regulations and market conditions, ensuring your company’s retirement plan remains compliant, efficient, and aligned with your overall objectives.


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