About RoseRock Wealth Management - RoseRock Wealth
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about rose rock wealth in dallas texas
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About RoseRock Wealth

RoseRock Wealth Management is focused on helping our clients create wiser wealth and live more fulfilling lives. Through education and by taking a disciplined approach, we seek to avoid behavioral mistakes that often derail investors that make emotion-driven decisions based upon fear and greed.

At RoseRock Wealth Management, our decision-making process is driven by a carefully constructed, long-term investment plan. The plan is created through a collaborative process with our clients that seeks to align their goals, tolerance for risk, and a desired rate of return.

We believe that investment management can only be done properly when done within the context of a comprehensive financial plan. Understanding a client’s tax circumstances, estate plan, and risk management plan is essential to properly construct a portfolio and manage the assets.

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Our Investment Approach

RoseRock Wealth Management utilizes an “evidence-based approach” when choosing investments and building portfolios.  Attempting to pick stocks, time the market, and choose mutual funds based upon past performance has been proven to fail over the long-term.  Instead, we have chosen to employ an approach that takes decades of rigorous capital markets research and applies it to a practical investment process.  Evidence demonstrates that certain areas of the capital markets may provide opportunities for outperformance.  Additionally, there are premiums in markets that have existed for centuries which may be harvested through careful execution and with proper expertise. Our portfolios are built around these objective and proven tenets.  

Capital Markets Research
Practical Financial Planning
Time-Proven Investments
Careful Execution
Proper Expertise

Our Investment Approach

RoseRock Wealth Management utilizes an “evidence-based approach” when choosing investments and building portfolios.  Attempting to pick stocks, time the market, and choose mutual funds based upon past performance has been proven to fail over the long-term.  Instead, we have chosen to employ an approach that takes decades of rigorous capital markets research and applies it to a practical investment process.  Evidence demonstrates that certain areas of the capital markets may provide opportunities for outperformance.  Additionally, there are premiums in markets that have existed for centuries which may be harvested through careful execution and with proper expertise. Our portfolios are built around these objective and proven tenets.  

Capital Markets Research
Practical Financial Planning
Time-Proven Investments
Careful Execution
Proper Expertise
Ryan Huey President Rose Rock Wealth Management

Ryan W. Huey, CFP®

Before founding RoseRock Wealth Management, Ryan gained nearly two decades of valuable experience at a local Registered Investment Advisory firm.  He worked extensively with closely held business owners, executives, commercial real estate professionals, and retirees. 

 

Through his 18 years of experience, Ryan has a deep understanding of how emotions can cloud the decision-making process and lead to destructive behaviors.  “I am passionate about helping people avoid emotion-based decision making with their finances.  Perhaps our greatest value is being an objective voice for clients and helping them make good decisions during times when it is most difficult to do so.”

 

Ryan graduated from Abilene Christian University, where he met his wife, Gwin, who is a dentist.  Gwin and Ryan both share a passion for travel, cooking and spending time with family and friends.  Ryan is a member of the Touchdown Club, an organization that supports the Rise School of Dallas, a preschool for children with learning disabilities.

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Achievements & Awards

CERTIFIED FINANCIAL PLANNER™

Served in the industry since 1998

Specializes in qualified retirement plans and comprehensive financial planning

Quoted in The Wall Street Journal, Journal of Financial Planning and MONEY® Magazine, among others

Honored in D Magazine's list of the ``Best Financial Planners in Dallas`` in every survey since 2002

Served on the Board of Directors of the DFW Financial Planning Association

Presented with the Chairman’s Award by DFW Financial Planning Association

Presented with the Honors Award by DFW Financial Planning Association

Our process and portfolios

are sophisticated, but not unnecessarily complicated.

We place great importance on tax efficiency and minimizing expenses. Throughout our investment and financial planning process, there is a single theme that drives everything that we do: always putting the clients’ interests first.  As fiduciaries, we are required by law to be held to this high standard.  

Our process and portfolios

are sophisticated, but not unnecessarily complicated.

We place great importance on tax efficiency and minimizing expenses. Throughout our investment and financial planning process, there is a single theme that drives everything that we do: always putting the clients’ interests first.  As fiduciaries, we are required by law to be held to this high standard.