Shelter Rock Wealth Management, LLC of Glen Cove

Shelter Rock Wealth Management, LLC of Glen Cove is a financial planner in Glen Cove, New York, serving individuals and families with personalized financial planning, investment management, and insurance solutions. The firm emphasizes long-term relationships built on open communication, tailored strategies, and a client-centered approach. It focuses on helping clients achieve their financial goals through disciplined planning, risk management, and education. The team works with clients to address retirement planning, estate conservation, college savings, and investment strategies, with a commitment to integrity and ethical business practices.

The firm operates with a team-based model, bringing together diverse expertise to provide comprehensive advice. The principals, Iliza S. Bartels, Matthew D. Brenner, and Shane Parouse, are certified financial professionals with designations including AIF® and ChFC. They emphasize proactive guidance, helping clients navigate life transitions and make informed decisions. The firm’s process begins with understanding each client’s unique situation, goals, and risk tolerance, then develops and implements customized plans. Weekly market commentary and educational resources are provided to support ongoing client engagement.

Located at 404 Glen Cove Avenue Suite 100 in Glen Cove, the firm sits on Glen Cove Avenue, serving the local community with accessible, personalized financial advisory services. The business is known for its focus on client education, trust, and long-term partnership, with a reputation for clear, practical guidance. Its presence in the area reflects a deep commitment to helping residents achieve financial independence and security.