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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 Securities 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.

09/24/2026

With fewer than 100 days left in the year, now is a great time to revisit your financial plan and make sure you're positioned for a strong start to 2027. A few intentional updates before year-end can help reinforce your long-term strategy and support the goals you’ve set for your family, business, and retirement.

At Rockwood Stone Wealth Management, our team is here to help you review your plan, evaluate tax-efficient strategies alongside your CPA, and ensure your current strategy aligns with your priorities as the new year approaches.

If you’d like to discuss your financial goals or schedule a year-end review, contact us anytime at 208-233-1122 or visit rockwoodstonewealth.com.

Rockwood Stone Wealth Management does not provide tax advice. All decisions regarding tax implications of your investments should be made in consultation with your independent tax advisor.

09/17/2026

Planning for retirement is one of the most important financial steps you can take, and understanding when you’re truly ready can feel like a big decision. Everyone’s goals look a little different, but there are key signs that can help you know when it’s time to take that next step.

At Rockwood Stone Wealth Management, our team helps pre-retirees and retirees build clarity and confidence as they prepare for life after work. A thoughtful plan can make the transition smoother and help you feel more secure about what comes next.

If you’re thinking about retirement and want guidance tailored to your situation, we’re here to help. Reach out anytime to start the conversation.

09/10/2026

September is National Preparedness Month, and financial readiness is a key part of staying resilient. We believe that preparing for the unexpected starts with a clear, goals-based strategy that can help protect your long-term retirement plans. Our team works with families and business owners to build retirement planning strategies designed to navigate market volatility, inflation, and life’s unforeseen events. Thoughtful preparation today can provide more confidence for tomorrow. If you’d like to review your current retirement plan or explore strategies for strengthening your financial preparedness, we’re here to help.

09/03/2026

We wish each of you a wonderful Labor Day! During this annual celebration of hard work, may you enjoy a well-deserved, restful break.

Please note that our office will be closed on Monday, September 7th, in observance of the holiday, and will reopen on Tuesday, September 8th.

09/02/2026

As wealth grows, thoughtful planning becomes just as important as growth itself. At Rockwood Stone Wealth Management, LLC we help families and business owners across the United States stay flexible, remain aligned with long-term goals, and ensure current spending supports the bigger financial picture.

Our team believes that preserving wealth requires clarity, discipline, and a strategy built for both today and the future.

If you'd like to review your financial strategy, spending structure, or long-term planning needs, we invite you to reach out. We're always here to help.

08/25/2026

Longer life expectancies mean retirement is lasting longer than ever, and that brings new planning challenges. At Rockwood Stone Wealth Management, we help clients build retirement income strategies designed to support a longer, more resilient financial future. Our team develops disciplined plans that account for longevity, inflation, market risk, and tax efficiency, ensuring your savings and investments are built to last. If you're reviewing your retirement strategy or want guidance on preparing for an extended retirement, we're here to help. Contact us anytime to connect with a fiduciary financial advisor and begin building a plan that supports your long-term goals.

08/18/2026

Age is often viewed as the main factor in determining how to invest, but it’s only one part of a larger strategy. At Rockwood Stone Wealth Management, we help clients build portfolios that reflect their goals, timelines, and comfort with risk—not just their stage of life.

Our team believes a thoughtful, diversified approach is essential for navigating market volatility and staying aligned with long-term objectives.

If you’d like to review your current allocation or discuss your broader investment strategy, we’re here to help. Contact our team to schedule a conversation today.

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.

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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