ABout Us
Wealth
At Fossil Rock Private Wealth, we know you work hard and deserve a partner committed to protecting your wealth and putting your best interests first. We also understand that financial life can be complex, especially as your wealth grows.
We are fiduciaries who simplify the complexities of wealth and empower you with objective advice, tailored planning, and comprehensive strategies so you can enjoy life today and transform your wealth into a meaningful legacy for future generations.
Our Brand
The name “Fossil Rock” is symbolic of our commitment to building a strong and enduring foundation to preserve family wealth and secure a sound and prosperous financial future.
We are proud to be part of the mFORCE team—giving us a dynamic, multi-family office platform to do more for you—providing access to what we believe to be best-in-class solutions, including financial planning, investments, banking, lending, and estate planning.
Our Approach
We center everything we do on you and your family to pursue your dreams and protect your best interests.
We take a consultative approach—connecting on a personal level, designing and implementing a goals-based plan, and providing highly personalized service.
We also collaborate with your attorneys, accountants and tax professionals to tie the pieces together.
Our Team
We are a proven team with decades of experience and a commitment to earning your trust through integrity, transparency and mutual respect.
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Why Us
Why Chadwick Bay Stands Out
Tailored Solutions
Custom accounting services carefully designed to fit your business’s needs.
Expert Guidance
Access to seasoned professionals with extensive experience across industries.
Time-Saving Processes
Streamlined workflows that free up time so you can focus on growing your business.
Accurate Insights
Detailed reports and analyses to guide informed, confident decision-making.
Cutting-Edge Technology
We use the latest accounting tools to ensure efficiency, precision, and accuracy.
Dedicated Support
Responsive, reliable assistance whenever you need expert financial guidance.
Core Values
The Foundation of
Our Success
Innovative Thinking
Our team is committed to discovering avant-garde strategies and solutions, ensuring your portfolio is as dynamic and distinguished as yours.
Wealth Amplification
Tailor-made solutions that seek to not only preserve but amplify your wealth, ensuring you are the prime beneficiary of your financial success.
Strategic Agility
Agile in adapting to the ever-evolving financial landscape, we’re always ready to harness new opportunities for your benefit.
Holistic Planning
We adopt a holistic view of your wealth, aligning every asset with your most ambitious goals and dreams.
Personalized Guidance
A single point of contact offers seamless personal attention, intimately understanding your financial landscape to guide you through every decision.
Conventional Wealth Management Isn't Cutting It Anymore
That’s why we started mFORCE Capital. We bridge the gap between laying the foundation and building the rest of the house. As a multi-family office, we’re more than just wealth managers—we’re wealth strategists adept at navigating the intricate financial landscapes of multiple high-net-worth families. We facilitate wealth growth through the execution of custom-tailored strategies, designed exclusively to fulfill unique financial aspirations.