Your Financial Future, Thoughtfully Managed

At Rock Ridge Wealth, we're committed to helping you achieve your financial goals with personalized, fiduciary-driven wealth management. By blending proven strategies with modern tools like AI, we deliver solutions tailored to your unique needs, always with transparency and care. Investing involves risks, and results are not guaranteed.

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What We Can Do For You


Investment Solutions

We craft personalized investment strategies using a diverse range of assets, including stocks, bonds, ETFs, mutual funds, CDs, and Treasuries. Whether managing employer-based retirement accounts, IRAs, or trusts, our fiduciary approach ensures your portfolio aligns with your goals. Investing involves risks, and results are not guaranteed. Discover how we grow your wealth.

Comprehensive Financial Planning

Our detailed financial planning helps you confidently navigate life's milestones-from retirement and college savings to complex estate or business succession planning. As your trusted partner, we prioritize your financial security and legacy. Plan for a secure future today.

Insurance

Services

We guide you in selecting insurance solutions tailored to your needs, including life, disability, and long-term care coverage. Our goal is to protect your financial well-being and provide lasting peace of mind. Explore your coverage options.

Employer Based Services

We enhance your business's financial health by optimizing 401(k) plans, designing new retirement solutions, and streamlining cash management. Our cost-effective strategies empower your team with better benefits. Elevate your employee benefits.

Why Choose Us?

Your Trusted Financial Partner


At Rock Ridge Wealth, we guide you through the financial landscape with clarity and care, blending proven strategies with modern tools like AI to adapt to market changes. Led by Jonathan's extensive experience and dedication, we provide personalized, fiduciary-driven service to help you achieve your goals-whether it's building wealth, securing your legacy, or finding peace of mind. Investing involves risks, and results are not guaranteed.

Let's start your journey today
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Get to know Jonathan


Jonathan Bartholomew began his career in 2002 and founded Rock Ridge Wealth in 2021 to provide greater freedom in managing client assets. Driven by a passion for personalized service, he built a firm that prioritizes your goals-whether it's a secure retirement, a lasting legacy, or financial peace of mind. Our proactive approach helps manage risk through market cycles, ensuring your plan stays on track.

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Discover the Full Range

Ready to take the next step towards financial freedom? Contact Rock Ridge Wealth today to start your personalized financial journey. Let us help you achieve your financial goals with our expert guidance and innovative solutions.