WHO WE ARE
Meet the Founder
Get to Know Me
Founder & CEO, Wealth Management Advisor at Bedrock Wealth Strategies.
Isaac has spent more than a decade as a Wealth Management Advisor, opening his own firm Bedrock Wealth Strategies in 2016. Isaac’s area of focus includes business owners, and senior employees at financial, technology, telecommunication, and cybersecurity companies. Isaac was honorably discharged from the United States Army in 2005. In his spare time, he enjoys skiing and yoga. He resides in Chappaqua, NY with his wife Clara and their children Pamela and Gael.
Our Team
Delaney Wallace
High End Tax Saving Specialist/ Outsourced CFO
2X World Champion -Worlds Strongest CFO
Barbara Wright
I help execute marketing initiatives to target clients, centers of influence and prospects. I am proficient in Salesforce, Wealthscape, eWealthManager, Portuguese and Microsoft Office.
Avi Eckstein
I am a dynamic and highly adaptable individual that believes continued learning is the key to broadening horizons, both professionally and personally.