Rockhold Wentling Financial Services

Rockhold  Wentling Financial Services We expect to be your family's financial professionals for life. Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.

Building the highest integrity, trust and service is our main business interest, along with; cultivating long-term relationships that provide genuine value to our clients. About Our Firm:
It is our mission to help you make wise financial decisions BEFORE you face transition and WHILE you are in transition. Traditionally, financial advisors have focused ONLY on numbers: how much you’ll need and w

hen you’ll need it. But that approach ignores one important truth: we don’t live our lives by numbers, and money itself does not make us happy. In other words, this approach sometimes fails because it largely ignores the emotions that are often involved in making financial decisions, especially during life transitions. Fortunately, for you we take a more comprehensive approach…it’s what we like to call True Wealth. To find out more about how we can help you - or to schedule your non-obligatory consultation - please contact our office today at 877.228.9515 or 614.225.9400. Important Disclosure Information: http://raymondjames.com/smicd.htm

" Rockhold Wentling Financial services is not a registered broker/dealer and is independent of Raymond James Financial services. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc.

The S&P 500 finished Q2 up +14.9% (+9.6% year-to-date), which was one of the strongest quarters historically.Read more i...
07/02/2026

The S&P 500 finished Q2 up +14.9% (+9.6% year-to-date), which was one of the strongest quarters historically.

Read more in the Weekly Market Guide.

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See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snaps...
06/26/2026

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

Weekly Headings Snapshot June 26, 2026.pdf

Volatility and market rotation continued, with the S&P 500 taking a breather and consolidating near its 50-DMA. Avoiding...
06/25/2026

Volatility and market rotation continued, with the S&P 500 taking a breather and consolidating near its 50-DMA. Avoiding a rollover from this area is important for preserving the market's upside trajectory.

Read more in the Weekly Market Guide.

amazonaws.com

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snaps...
06/18/2026

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

amazonaws.com

The S&P 500 has shaken off a bit of volatility over the past week, bouncing near June 2nd highs after a -5% 6-day pullba...
06/18/2026

The S&P 500 has shaken off a bit of volatility over the past week, bouncing near June 2nd highs after a -5% 6-day pullback.

Read more in the Weekly Market Guide.

GCM_Weekly_Market_Guide.pdf

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snaps...
06/12/2026

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

amazonaws.com

The one-dimensional market since the March lows is finally taking a breather: U.S. equities are digesting recent gains f...
06/11/2026

The one-dimensional market since the March lows is finally taking a breather: U.S. equities are digesting recent gains following a strong run, the S&P 500 up roughly 20% and semiconductors also in just a few months.

Read more in the Weekly Market Guide.

amazonaws.com

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snaps...
06/05/2026

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

amazonaws.com

Address

2895 Harding Highway, Ste C
Lima, OH
45804

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+14195164528

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