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About

Our Origin What We Strive For

Founded in 2021 in the heart of Newton, MA, Brock Hill Wealth Management was established with a clear mission: to create tailored financial, tax, and estate strategies that go beyond prudent decisions to encompass personal goals and legacies. We are committed to facilitating a round table of professional fiduciary advisors, including attorneys and accountants, to address all of our clients’ financial needs.

Our Guiding Principles & Distinguished Ethical Standards

Our core values are the foundation of our practice. Upholding the Fiduciary Standard, we prioritize transparency, honesty, and integrity in every interaction. Education, collaboration, and creativity are integral to our approach, ensuring that our clients are well-informed and actively engaged in their financial journey. Adhering to CFP ethics, we strive to maintain the highest standards of professionalism and accountability.

our process A Look Into Our Process

Our seven-step CFP® process is centered around building personal relationships and trust with our clients. We believe in frequent communication to truly understand their needs, goals, and aspirations. Our approach involves crafting and updating financial plans, conducting scenario analyses, and coordinating meetings with other professionals to provide comprehensive support. We meet with our clients regularly throughout the year, fostering an ongoing dialogue that allows us to adapt and refine strategies as life evolves.

Step 1:Understanding Your Personal & Financial Circumstances

We start by getting to know you – your values, your dreams, and your current financial situation. This foundational step allows us to see the full picture and understand what truly matters to you. We create strategies that are tailored to your needs and goals.

Step 2:Identifying & Selecting Goals

Next, we help you identify and prioritize your financial goals. Whether it's saving for retirement, buying a home, or funding your children's education, we work with you to select goals that align with your values and aspirations.




Step 3:Analyzing Your Current Course
Of Action

We then analyze your current financial strategies to determine if they are aligned with your goals. This step helps us identify any gaps or areas that need adjustment.





Step 4:Developing
The Plan

Based on our analysis, we develop a comprehensive financial plan tailored to your unique circumstances and goals. This plan serves as a roadmap to guide you towards your desired future.






Step 5:Presenting The Plan

We present the plan to you in a clear and understandable manner, ensuring that you are comfortable and confident with the proposed strategies. We take the time to address any questions or concerns you may have.

Step 6:Implementing The Plan

With your approval, we move forward with implementing the plan. This involves putting the recommended strategies into action and making any necessary adjustments to your financial portfolio.


Step 7:Monitor & Review

Our relationship doesn’t end once the plan is implemented. We continuously monitor your progress and review your plan to make sure it remains aligned with your goals. Life is dynamic, and we are here to make adjustments as needed, providing ongoing support and encouragement.

Meet The Team Who You’ll Be Working With

Jared Brock

Jared H. Brock, CFP®

Managing Partner

(617) 596-6763

J.Brock@BrockHillWealth.com

Jared Brock is a Certified Financial Planner, series 7, 66 and insurance licensed. He has spent his career of over 21 years dedicated to serving clients with their finances. As a fiduciary advisor he takes a holistic, compressive...

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Ryan Hill

Ryan B. Hill

Managing Partner

(508) 299-9809

R.Hill@BrockHillWealth.com

As the Managing Partner at Brock Hill Wealth Management, my role encompasses serving as the Owner, Advisor, Planner, and Portfolio Manager. With over a decade of experience in the financial services industry, I've had the opportunity...
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Contact Us We Want To
Hear From You

Schedule an appointment with our experienced financial advisors to start building a roadmap towards financial security and prosperity for you and your loved ones.

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