Mariah Sacoman, CFP^®

President

HighRocks Wealth, LLC

PO Box 1851
Santa Fe, NM 87504-1851

+ 1 More Location

HighRocks Wealth, LLC

1925 Aspen Dr, Ste 200B
Santa Fe, NM 87505-5586

FINANCIAL ADVISOR'S WEBSITE

www.highrockswealth.com

(505) 920-0162 CONNECT WITH Mariah

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Fee only, assets under management Fee only, financial planning Hourly under special circumstances Speaking engagements/teaching

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$250,000

My Links

HighRocks Wealth, LLC, website

General

Mariah Sacoman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at HighRocks Wealth, LLC in Santa Fe, NM and the surrounding communities.

Financial Advisor Overview

HIGHROCKS WEALTH, LLC, is an independent, fee-only, fiduciary wealth management and planning firm designed to help clients plan their future and create the life they want. Founded in 2018 by Mariah Sacoman, HighRocks Wealth provides honest, direct and personalized client support. We encourage our clients to become confident, informed and courageous by taking control of their financial lives. Located in beautiful Santa Fe, New Mexico, HighRocks Wealth works with clients nation-wide.

Financial Advisor Experience

Mariah Sacoman, CFP®, focuses her financial planning expertise on working with women, singles, newly widowed and professionals in transition. Her specialties include longevity planning, retirement planning, planning through transitions and estate planning. Mariah Sacoman offers socially responsible and tax efficient investments for those clients who so desire them. She is pleased to work with clients in New Mexico and nation-wide.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 31, 63, 65

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Insurance Licenses

Life insurance: NM
Health/disability insurance: NM
Fixed annuities: NM
Variable annuities: NM

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Banking, Charitable & Planned Giving, Asset Allocation, Career Change, Business Taxes, Corporate Finance, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Irregular Income, Getting Married, Mutual Funds, Real Estate, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Tangible Assets, Starting a Family, Succession Planning, Long-term Care, Medical & Health Issues, Sudden Wealth, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances