big rock wealth management offers

compr ehensive financial services, deliver ed

with a highly personalized touch, to a

select group of successful professionals,

business owners, individuals and families

seeking to grow and pr eserve their wealth.

Whether you are still working and accumulating assets, preparing for retirement or experiencing the complexities of a major life change, it is important to enlist the guidance of a caring and knowledgeable financial professional. As an independent wealth management firm with decades of experience, you can trust Big Rock Wealth Management to help you build a solid foundation that inspires confidence in your financial future.

Our team creates customized long-term strategies for individual investors using an exceptional standard of care and a wide variety of resources. We also address the unique challenges that impact more affluent individuals and their loved ones: managing their investments and creating a lasting legacy for future generations.

financial Str ategies for life

thoughtful Strategies personal relationships trusted guidance

Our mission is to help you develop goals and strategies that seek to grow and preserve your wealth, as well as to plan for its distribution, during and after your lifetime, in the most tax-advantaged manner possible.

To fulfill this mission, we aspire to provide unsurpassed levels of client service and the highest standards of professional ethics, honesty and integrity. We truly care about your well-being, and we take pride in the longstanding relationships we have developed with our clients over the years.

In a warm and welcoming environment, we meet with you to develop a detailed picture of your current financial situation, including assets, income and plans for your estate. To continue building a foundation for the future, we work closely with you to develop a comprehensive financial plan that addresses risk, asset allocation and appropriate investments, as well as non-financial life goals.

Because life planning is a process, not a singular event, we communicate with you regularly to respond to any challenges or changes to your priorities or circumstances. We coordinate with your other financial professionals, including CPAs and attorneys, to ensure all aspects of your finances are properly aligned and your financial objectives remain in focus.

“i am committed to providing attentive , r esponsive and

conscientious service to my clients and tr eating them

lik e family. my clients become my friends, and my friends

ar e my clients.” —rock amick, principal

Big Rock Wealth Management strives to exceed your expectations by providing thoughtful financial insights and honest communication—the elements we consider essential for building lasting relationships.

Our experienced and knowledgeable staff takes a thorough and deliberate approach to your unique financial needs. You can count on us to be:

CONSCIENTIOUS Focused on your goals and aspirations, committed to your best interests

OBJECTIVE Providing unbiased advice and conflict-free investment recommendations

SUPPORTIVE Here to help, in good times and in challenging ones

ATTENTIVE Offering responsive, straightforward answers to your smallest questions or your largest financial issues

independence power ed by lpl financialBig Rock Wealth Management is supported by the resources of LPL Financial, the nation’s largest independent broker/dealer.* This relationship provides us with access to unbiased research and a comprehensive array of tools, resources and technology. As an independent firm with no proprietary products to sell or sales quotas to meet, we are able to offer you objective financial guidance and conflict-free investment recommendations.

*as reported by financial planning magazine, june 1996–2013, based on total revenue.

Planning for your financial future is one of the most important things you will ever do. It would be our pleasure to partner with you to help you pursue your financial goals. Please contact us to schedule a no-obligation consultation and discover the value of our experience, unbiased advice and personal service.

44 markfield drive, suite g o. 843.573.7965

Charleston, SC 29407 f. 877.255.2412

Securities offered through lpl financial, member finra/sipc. investment advice offered through

independent financial partners (ifp), a registered investment advisor. independent financial advisors

and big rock wealth management are separate entities from lpl financial.

www.bigrockwm.com