Corporate Retirement Management

Unlock The Future Of
Financial Wellness.

Choosing the right partner for your business’s retirement
and benefits is a critical decision.

“The team at Eagle Rock has provided 1st class advice and service to our business owner clients for many years. When we refer people to Ron and his team, we know they’re in great hands.”

Mark Gittelman, CPA     Gittelman & Company Clifton, NJ

Participant Services

Eagle Rock Wealth Management, Inc., offers a wide variety of services to plan participants including: group education sessions; one on one meetings; webinars; retirement projections; and individual financial planning. Our firm also has a dedicated 401(k) hotline that will be made available to all plan participants to speak to our team members.

Investment Services

In building an ideal defined contribution plan, you must have investment options and strategies that will be understood by participants and efficiently designed from a risk and cost perspective. Once our firm and your plan’s committee have developed a plan design that is beneficial to the plan sponsor, plan committee, and participants, it is equally important to make sure you have the most suitable investment solutions in place so that monies contributed to the plan are efficiently managed to increase return, lower risk, and keep costs low.

Plan Integration

With our trusted partners, Eagle Rock Wealth Management, Inc. seeks to help the business owner articulate the plan’s needs. Through the consultative process, the team seeks to make the plan as employer and employee friendly as possible. From plan design to platform choice and payroll integration, Eagle Rock Wealth Management, Inc. strives to be ahead of the curve in terms of making plan administration as easy as possible.

Plan Benchmarking

By benchmarking the plan by national averages, Plan Sponsors are able to see how their plan and advisors match up to the market. We benchmark the provider fees, services, investment expenses, diversification of investment menu, monitoring plan complexity, and participant success measures of your plan using industry leading research.

Don’t wait to transform your business’s financial future.  Choose Eagle Rock Wealth Management and experience the difference.  Contact us now for a personalized consultation and take the first step toward financial empowerment and retirement independence.


Your retirement transformation starts here.

Ryan Pergola, SVP Financial Advisor  |  (973) 434-8051

Adam Rehim, Financial Advisor  |  (973) 313-8303

Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC.  Greenberg & Rapp Financial Group, Inc. and Eagle Rock Wealth Management, Inc. are both independently owned and operated.
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