Target Rock Wealth Management

What Target Rock Wealth Management does

Target Rock Wealth Management LLC is a fee-only fiduciary registered investment advisor founded in 2015 and headquartered at 445 Park Avenue in Midtown Manhattan. The firm provides wealth management, investment management, and integrated financial planning services to a narrowly defined clientele: high-net-worth public company executives whose wealth is concentrated in employer stock (RSUs, ISOs, NSOs, direct holdings). Its flagship service, 'Unlock Your Wealth Roadmap,' uses options-based strategies — tax-offset liquidation, price bracketing, and risk diversification — to help these clients monetize concentrated positions while managing tax liability and single-stock volatility. Supporting offerings include retirement planning, trust and estate services, tax planning, risk mitigation, philanthropy (including Donor Advised Funds), and family learning programs.

The firm operates on a recurring advisory-fee model as a pure RIA with no product commissions, conflicts, or third-party affiliations. Its technology stack is entirely third-party: Charles Schwab for custody and execution, eMoney for client portal and financial planning, and Constant Contact for newsletter distribution. There is no proprietary technology platform. Marketing is content-led through a bi-weekly newsletter, an extensive blog library, webinars (e.g., 'Unlock Your Wealth Roadmap' series), LinkedIn and Facebook presence, and a tiered subscriber referral program.

The team consists of founder/principal Matthew McKee plus three named wealth advisors (Adrian Colarusso, Christina de Marval, Gordy Rogers), with two senior advisors added in 2025 from J.P. Morgan Private Bank and hedge fund/PE backgrounds, respectively. Team pedigree spans BlackRock (where Colarusso helped found Portfolio Solutions), Morgan Keegan, Donaldson Lufkin & Jenrette, Farallon Capital, and Gabelli Funds. The firm has no external funding, no parent company, and operates as an independent boutique.

Name

Target Rock Wealth Management

Legal name

Target Rock Wealth Management LLC

Website

https://targetrockwealth.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

1–10 employees

Short description

Target Rock Wealth Management is a fee-only fiduciary RIA in New York serving public company executives with concentrated single-stock positions, using options-based tax and diversification strategies. Founded 2015, the firm operates with 1-10 employees under Founder Matthew McKee.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

akta.pro secondary industries

Hybrid Advice (Advisor + Digital) Platforms (FSAAAAAE), Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

Keywords

• Fee-only advisory
• Wealth management
• Financial planning
• Investment management
• Estate planning

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Advisory Fees: Fee-only registered investment advisor generating revenue through advisory fees charged to clients for wealth management and investment advisory services. The firm operates as a fiduciary and does not earn commissions on product sales.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

Target Rock Wealth Management is a fee-only fiduciary registered investment advisor that delivers comprehensive wealth management and integrated financial planning services to high-net-worth individuals. The firm specializes in helping public company executives unlock wealth concentrated in single-stock positions using options-based strategies such as tax-offset liquidation, price bracketing, and risk diversification. Core services include customized investment management (with ESG integration), retirement planning, tax planning, trust and estate planning, risk mitigation, philanthropy coordination, and family learning programs.

Product overview

Target Rock Wealth Management is a fee-only fiduciary wealth management firm offering a unified platform of financial advisory services. The core offering combines Wealth Management & Financial Planning with Investment Management, supported by specialized modules including Retirement Planning, Tax Planning, Trust and Estates, Risk Mitigation, Philanthropy, and Family Learning. The firm also offers a distinctive 'Unlock Your Wealth Roadmap' service specifically designed for public company executives with concentrated single-stock positions, utilizing options-based strategies to address tax and volatility challenges.

Differentiator

Problem solved

Functional benefit

Brands

• Unlock Your Wealth Roadmap®: A proprietary strategic framework for helping public company executives unlock wealth concentrated in single stocks through options strategies and diversified portfolios.

Products and services

• Wealth Management & Financial Planning Comprehensive fee-only fiduciary wealth management and integrated financial planning service that brings together retirement, tax, trust and estate, risk mitigation, philanthropy, and family learning planning around each client's goals, circumstances, and values. For high-net-worth individuals and families, especially public company executives with concentrated wealth.
• Investment Management Customized portfolio design, implementation, and ongoing monitoring tailored to each client's specific risk tolerance, goals, and values, including integration of ESG investing options and tax-aware management. For high-net-worth individuals seeking institutional-quality portfolio management.
• Unlock Your Wealth Roadmap Specialized fee-only fiduciary service helping public company executives unlock wealth concentrated in a single stock through tax-efficient options-based strategies, including Tax-Offset Liquidation, Price Bracketing, and Risk Diversification approaches. Specifically designed for executives with concentrated employer stock positions.

Named customers1 record

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Partnerships

Four partnerships are on record, tiered core and minor.

• Charles SchwabcoreOthersCustodian for client assets. Clients access their accounts through Schwab's platform. The firm uses Schwab as the primary custodial and execution partner for client portfolios.
• eMoneycoreTechnology or IntegrationFinancial planning software platform used for client portal access and comprehensive wealth planning. Provides planning tools for projections, scenario analysis, and ongoing client relationship management.
• BlackRockminorOthersMentioned in context of advisor Adrian Colarusso's prior employment (10 years at BlackRock, helped found Portfolio Solutions team). Not an active partnership; former employer relationship.
• MorningstarminorOthersReferenced as data source for market statistics and research cited in educational content (stock volatility data, index comparisons). Not an active business partnership.

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Market position

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/targetrockwealth
• LinkedInlinkedin.com/company/target-rock-wealth-management-llc

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Target Rock Wealth Management