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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.

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.

05/26/2026

Please note that our office will be closing early at 2:30 PM on Wednesday, May 28, 2026.

We will resume normal business hours the following business day. If you need assistance before the closure, please contact our office earlier in the day and our team will be happy to help.

Thank you for your understanding and continued trust in Rockwood Stone Wealth Management.

05/22/2026

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made the ultimate sacrifice to protect our country and preserve our freedom.

Please note that our office will be closed on Monday, May 25th, in observance of Memorial Day. We will resume normal business hours on Tuesday, May 26th, and will respond to any messages received during the closure as promptly as possible.

Wishing you a respectful and meaningful Memorial Day.

05/20/2026

May is filled with moments that remind us what determination, courage, and perseverance can accomplish. Here are a few historic milestones we are reflecting on this month:

🏅 May 1, 1915 - Olympic gold medalist Archie Williams was born in Oakland, California. He won the 400-meter race at the 1936 Berlin Olympics and later served as a pilot and instructor for the Tuskegee Airmen, leaving a legacy that extended far beyond the track.

🏇 May 17, 1875 - The first Kentucky Derby was held at Churchill Downs in Louisville, Kentucky, beginning a tradition that would grow into one of the most iconic events in American sports.

✈️ May 20, 1932 - Amelia Earhart became the first woman to fly solo across the Atlantic Ocean, completing her transatlantic journey and cementing her place as a trailblazer in aviation history.

These moments continue to shape conversations around leadership, equality, innovation, and ambition.

05/13/2026

As May brings more sunshine and renewed momentum, it is a great time to reflect on what is still possible.

There is no deadline on growth, and no expiration date on ambition. No matter where you are in your journey, you can begin again with clarity and purpose. And that fresh start does not have to be monumental to be meaningful. Often, the most impactful progress begins with one small, intentional step in a new direction.

As we move through this month, what is one goal or dream you are ready to revisit or take steps toward for the very first time? Feel free to share it in the comments. We would love to hear what you are working toward.

05/11/2026

Graduation season is here, and we wanted to take a moment to celebrate the graduates in our network!

Whether your graduate is completing Pre-K or their MBA, we want to extend heartfelt congratulations on this milestone.

Here’s to new beginnings, exciting opportunities, and all the big moments that lie ahead🎉

05/10/2026

Our team wants to wish a very Happy Mother’s Day to all of the moms, grandmothers, and other maternal figures out there.

From the late nights of the newborn stage to the late nights waiting up for teens, we owe moms a debt of gratitude — and sleep!

So whether you’re a mother yourself, you’re celebrating your mom, honoring your partner, or recognizing another maternal figure in your life, we hope this day is full of appreciation.

05/07/2026

With tax laws shifting and retirement planning top of mind for many, we are sharing an overview of Roth conversions. Swipe through to learn more.

Want to talk through incorporating Roth IRAs and conversion into your financial plan? Give us a call today to get started.

04/22/2026

Happy Earth Day! In celebration, we invite you to join us in making one simple eco-friendly choice — whether it is using a reusable water bottle, choosing to walk or carpool instead of driving alone, or saying no to single-use plastics.

Small actions can add up to a big impact. Let's make a difference together!

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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