Families
Households preparing for retirement, educating children, or coordinating wealth across generations.
Private Wealth Advisory
Wealth should serve the life you are building.
Rocha-Homem Financial Advisory advises families and business owners on planning, investments, and the quieter decisions that shape a household over decades—not just a market cycle.
Fiduciary-minded advice
Planning before products
Families & business owners
Long-horizon portfolios
The Firm
A practice built for people with more to protect than a balance sheet.
We work with a limited number of households. That is by design. It allows us to know the details that matter: a company that may be sold, a parent who may need care, a child who will inherit more than money.
Advice here is unhurried. We start with your circumstances, then construct a plan that can be lived with—through markets that rise, fall, and wait.
Read about the firm
Who we advise
The work is personal. The standard is institutional.
Business owners
Founders and partners whose personal finances are closely tied to the value of a private company.
Stewards of a legacy
Those responsible for family capital, philanthropy, and the practical work of passing something on intact.
Advisory
What we do, plainly.
Wealth planning
Cash flow, goals, and the sequence of decisions that keep a household solvent and calm through change.
Learn moreInvestment counsel
Portfolios built for your time horizon, tax situation, and the amount of risk you can actually live with.
Learn moreRetirement income
Turning savings into a durable paycheck, with attention to Social Security, pensions, and withdrawal order.
Learn moreTax-aware design
Coordinating accounts, contributions, and realizations so more of what you earn stays in the plan.
Learn moreEstate & legacy
Titling, beneficiaries, and conversations with counsel so documents match the life you intend.
Learn moreBusiness transitions
Planning around a sale, succession, or liquidity event before the paperwork starts moving.
Learn moreHow we work
Four steps. No theater.
Listen
A first conversation about your family, work, and what a good next decade would look like.
Map
We gather the numbers and the constraints, then write a plan you can actually follow.
Allocate
Investments are set to the plan—not the other way around—and reviewed as life changes.
Stay
Regular meetings, a named advisor, and a firm that responds when something needs attention.
1998
Year the practice was established.
180+
Households currently advised.
12
Professionals across planning and investments.
1:22
Advisor-to-client ratio, kept intentionally low.
Begin
If the fit is right, we will know in a conversation.
Tell us a little about your situation. We reply personally, usually within one business day.
Request a Conversation