What are the opening hours?

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

Home
United States
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.

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.

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.

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/

Alerts

Be the first to know and let us send you an email when Lisa Adams - Financial Advisor at Rockwood Stone Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Lisa Adams - Financial Advisor at Rockwood Stone Wealth Management:

Want your business to be the top-listed Finance Company in Pocatello?