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Monday 8am - 4:30pm Tuesday 8am - 4:30pm Wednesday 8am - 4:30pm Thursday 8am - 4:30pm Friday 8am - 4:30pm

Lisa Adams - Financial Advisor at Rockwood Stone Wealth Management

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Pocatello, ID
Lisa Adams - Financial Advisor at Rockwood Stone Wealth Management

Orchid strong, hand to heart would describe Lisa Adams on her mission, as a Financial Advisor and bu Rivershore Ln.

Securities & Advisory Services Offered through: American Independent Securities Group, LLC, Member FINRA/SIPC, and an SEC Registered Investment Advisor.
664 S. Ste. 150, Eagle, ID 83616 Rockwood Stone Wealth Management, LLC is not affiliated with American Independent Securities Group, LLC

This page is personally managed by Lisa Adams at Rockwood Stone Wealth Management. American Independent Sec

urities Group is not responsible for any comments or content herein; nor have they explicitly or implicitly endorsed or approved the content posted or shared by third parties.

08/11/2026

Individuals and business owners deserve more than general financial advice. Complex portfolios and long‑term planning require a thoughtful approach, specialized expertise, and a team that understands the details that many overlook. At Rockwood Stone Wealth Management, we hold ourselves to that standard every day. Our team provides goals‑based planning and disciplined portfolio management for clients across the United States. If you’re seeking a more tailored approach to managing your wealth, we welcome the chance to support your next steps. Connect with us to start the conversation.

08/04/2026

Market swings can feel unsettling, but staying focused on long-term goals remains one of the most reliable ways to build and preserve wealth. At Rockwood Stone Wealth Management, we understand how recent volatility can raise questions about your strategy, and you’re not alone.

Our team in continues to guide clients with disciplined portfolio management and goal-based planning, even through uncertain markets. If you’re rethinking your approach or want clarity on how your investments support your long-term objectives, we’re here to help.

Reach out to us at 208-233-1122 or visit rockwoodstonewealth.com to connect with our team.

07/30/2026

Revisiting your financial strategy each year is one of the most reliable ways to ensure it can adapt to changing markets and life circumstances. At Rockwood Stone Wealth Management, our team uses a disciplined, goals-based approach to help you understand whether your current plan is positioned to stay resilient over time.

If you are unsure how your strategy might hold up over the next five years, we can walk you through a clear analysis and discuss options designed to strengthen your long-term plan. Call our office at 208-233-1122 to schedule a review and speak with our team.

07/23/2026

At Rockwood Stone Wealth Management, we know retirement planning involves more than aiming for a single savings target. Markets shift, expenses change, and your needs evolve, which is why building flexibility into your long-term strategy is essential. Our team helps clients understand adaptable withdrawal strategies, navigate market volatility, and structure retirement income plans that support both lifestyle needs and long-term stability. If you’re reviewing your retirement income strategy and want guidance from a fiduciary financial advisor, we’re here to help. Call us at 208-233-1122 to start the conversation.

07/02/2026

This July, we’re not just celebrating Independence Day — we’re also celebrating 250 years as a nation, a truly once-in-a-lifetime holiday. Our team wishes each of you a happy, safe, and memorable Fourth of July!

Please note that our office is closed on Friday, July 3rd. We’ll be back on Monday, July 6th, ready to assist with any early summer questions or needs.

06/30/2026

Looking for a showstopping dessert for America's 250th birthday? We've got you covered with one of our favorites!

This red, white, and blue Tie-Dye Cake from Sally's Baking is as fun to make as it is to eat — with a colorful surprise inside every slice.

Wishing you a sweet celebration! Keep in mind our office is closed on July 3rd. We’ll be back (and full of sugar!) on Monday, July 6th.

06/21/2026

Here’s the scoop: It’s time to celebrate Father's Day!

We wanted to shout out all of the dads, grandfathers, and father figures who make our lives special. We hope that this Father’s Day is filled with quality time, well-deserved rest, and maybe even a couple of dad jokes.

06/18/2026

Please note that financial markets and our office will be closed on Friday, June 19, 2026, in observance of Juneteenth. We will resume normal business hours on Monday, June 22, 2026.

For those joining us at our Client Appreciation Event this evening, we are looking forward to celebrating with you and expressing our gratitude for your continued trust and support. The relationships we build with our clients are truly at the heart of everything we do.

We hope everyone has a safe, relaxing, and enjoyable weekend.

— Rockwood Stone Wealth Management

05/27/2026

As the days get longer throughout May, people can experience both earlier sunrises and later sunsets. However, not every night owl relishes an earlier sunrise, and not every early bird loves a later night.

Which one best describes you this month? Are you enjoying earlier sunrises or celebrating later nights?

☀️ Vote enjoying earlier mornings
🌙 Vote celebrating later nights

Share your pick in the comments. We are curious to see which side takes the win as we head closer to summer.

Address

275 S. 5th Avenue, Suite 140
Pocatello, ID
83616

Opening Hours

Monday	8am - 4:30pm
Tuesday	8am - 4:30pm
Wednesday	8am - 4:30pm
Thursday	8am - 4:30pm
Friday	8am - 4:30pm

Website

http://rockwoodstonewealthmanagement.com/

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