Jim Campbell
Campbell Asset Management, LLC and Rooks Wealth Management, LLC announce they have merged their two independent RIA firms to create Campbell Rooks Wealth Management, LLC. The two firms combined have been providing investment advisory services for more than three decades.
“The combination of our two firms will allow us to more effectively serve our clients and help them achieve their long term financial goals,” said Jim Campbell, managing partner of Campbell Rooks.
“The need for sound investment and planning services has never been more necessary than it is today," said Brad Rooks, managing partner of Campbell Rooks. "The children of the 50’s and 60’s are transitioning from working to retiring, and their biggest concern is whether or not they have the assets to comfortably retire. Most firms in this business are either all investments or all financial planning; having expertise in both under one roof allows for a much more individualized experience.”
Campbell Rooks Wealth Management is an SEC registered firm providing clients with Financial Planning, Estate Planning and Investment Advisory Services. They also assist businesses in the design and implementation of qualified retirement plans such as 401k’s and defined benefit plans.
The newly merged firm is on Chattanooga’s North Shore at 301 Forest Ave. For further information about the firm call 265-7931.
Brad Rooks