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Integrated financial planning
for business owners
and
professionals with equity compensation

Plan for what you built. Plan for what you've earned.

As Featured In

Financial planning that works together.

High Rock Wealth Management is a fee-based, fiduciary financial advisory firm serving business owners and professionals with equity compensation, including RSUs, stock options, and deferred comp, nationally from Marvin, NC. Led by founder Andrew Van Alstyne, CFP®, Enrolled Agent, MBA, the firm provides investment, tax, and estate planning together, coordinated under one roof.

Pragmatic Optimism

You'll always get the truth, and a belief something can be done about it. 

Independent, conflict-free, and genuinely in your corner. Every recommendation I make starts and ends with one question: is this right for you and your family?

“My job is to tell you the truth about where you stand, help you understand what it means, and walk every step of the path forward with you.”

The full picture. One relationship.

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Investment Management

Portfolios built around your life, your timeline, and what you actually want your wealth to do. No products. No conflicts.

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Tax and Financial Strategy

Keeping more of what you earn isn’t an afterthought. It’s built into every recommendation I make from day one.

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Intentional Wealth Planning

Deploying your wealth with purpose while you’re here. Instilling values. Creating impact. Making sure the next generation is ready for what’s coming.

Strategies for the Builders and the Decision Makers.

We don’t try to be everything to everyone. We specialize in the unique complexities faced by two specific groups:

Business Owners

You’ve spent your life building your company's value. Now you need a strategy to utilize it, protect it, and eventually transfer it without handing half to the IRS.

High-Impact Professionals

You are at the peak of your earning years (and your tax bracket). You have the capital to build a dynasty, but your schedule leaves zero opportunity for managing it.

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If you’ve been waiting for the right time to get serious about this, it was probably a year ago.

But today works too. The first conversation is straightforward. You tell me where things stand and what you’re trying to achieve. I’ll tell you honestly what I see and whether I think we’re a good fit. No pitch. No pressure. Just a real conversation

Schedule your service

Ready to see what this looks like for your situation?

Check out our availability and book the date and time that works for you

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High Rock Wealth Management is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein

High Rock Wealth Management is a Registered Investment Adviser. CRD 342438. View our record on IAPD.

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