Haley Rockwell joined Summit Financial to serve individuals and families seeking a deeply integrated, intellectually rigorous approach to wealth management. With nearly two decades of experience, she brings a rare combination of financial, legal, and strategic expertise to client relationships.
Her professional background includes senior roles at UBS and several independent advisory firms, as well as experience in corporate finance at PepsiCo, management consulting at Bain & Company, and investment banking at First Boston Corporation. Haley holds the Certified Financial Planner™ (CFP®) and Certified Divorce Financial Analyst™ (CDFA™) designations.
She is an active civic leader, currently serving as a Trustee of the Greenwich Historical Society and formerly as Chair of both the Greenwich Historical Society and the Greenwich Library. She is also a former Trustee of Greenwich Academy.
Services
Portfolio Management
We construct customized, goal-driven portfolios designed to align with each client’s financial priorities, risk profile, and long-term vision. Our multi-custodial platform provides access to a broad and flexible investment universe, allowing us to implement sophisticated strategies with institutional discipline.
Risk Management
We evaluate risk comprehensively, extending beyond portfolio volatility to encompass balance-sheet, liquidity, concentration, and structural risks. Our recommendations may include hedging strategies, structured solutions, and insurance-based planning designed to protect capital and manage downside exposure.
Comprehensive Financial Planning
Our in-house planners assess the entirety of a client’s financial landscape—assets, liabilities, income sources, and spending —to develop a cohesive plan addressing lifestyle needs, long-term objectives, and intergenerational priorities.
Estate Planning Support
Working in close coordination with clients and their external counsel, our in-house tax attorneys review existing estate plans and financial plans to identify opportunities to enhance transfer efficiency, mitigate estate taxes, and ensure alignment with long-term family intentions.
Tax Planning
We take a strategic, forward-looking approach to tax planning. Our attorneys analyze historical tax returns, current holdings, and anticipated income to implement strategies designed to minimize income taxation while preserving flexibility as circumstances evolve.
Real Estate Transaction Advisory
We advise clients on capital structure and financing considerations for real estate transactions, leveraging an established network of lenders to secure competitive terms. We also coordinate the preparation of financial documentation to facilitate seamless execution.
