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Welcome, John
We’re beyond thrilled to partner with you in achieving your goals and unlocking your full financial potential. Below, you will find an overview of the key resources available to you. Our team is here to support you every step of the way, so please do not hesitate to reach out to team_{client}@altarrockwealth.com if you need any assistance.
Explore your Accounts
Access your accounts at Fidelity and/or Schwab.

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Fidelity Log In
If you have any questions related to your accounts, reach out to us: team_{client}@altarrockwealth.com
Secure Document Access
Through Sharefile, our secure file-sharing system, access your important documents, including Quarterly Reports, your Investment Policy Statement and Investment Advisory Agreement with Altar Rock.

ShareFile Link
Altar Rock LLC is a Registered Investment Adviser. This website is limited to general information regarding Altar Rock’s investment advisory services. Nothing here should be viewed as a substitute for personalized investment advice from Altar Rock — which would begin with a review of the client’s situation, needs, objectives and aspirations — or as tax, legal or accounting advice.
Investments involve risk and are not guaranteed. Different investments involve different types — and varying degrees — of risk. Past performance is not indicative of future performance. Do not assume that future performance of any specific investment, strategy, vehicle or manager referenced directly or indirectly herein will be profitable.
Any charts, graphs, vehicles, managers or strategies shown here are illustrative only, may be altered without notice, and should not be used as the sole basis for any investment decision.
Projections of structural alpha constitute neither actual nor hypothetical performance. They additionally assume the application of investment discipline, stable tax laws and rates, and efficient portfolio construction — none of which, by nature, can be guaranteed.
Altar Rock's investment advisory services are only offered in certain regulatory jurisdictions. If your location is one where we are not permitted to operate, we may decline to serve you.
© 2024 Altar Rock LLC
Altar Rock LLC is a Registered Investment Adviser. This website is limited to general information regarding Altar Rock’s investment advisory services. Nothing here should be viewed as a substitute for personalized investment advice from Altar Rock — which would begin with a review of the client’s situation, needs, objectives and aspirations — or as tax, legal or accounting advice.
Investments involve risk and are not guaranteed. Different investments involve different types — and varying degrees — of risk. Past performance is not indicative of future performance. Do not assume that future performance of any specific investment, strategy, vehicle or manager referenced directly or indirectly herein will be profitable.
Any charts, graphs, vehicles, managers or strategies shown here are illustrative only, may be altered without notice, and should not be used as the sole basis for any investment decision.
Projections of structural alpha constitute neither actual nor hypothetical performance. They additionally assume the application of investment discipline, stable tax laws and rates, and efficient portfolio construction — none of which, by nature, can be guaranteed.
Altar Rock's investment advisory services are only offered in certain regulatory jurisdictions. If your location is one where we are not permitted to operate, we may decline to serve you.
© 2024 Altar Rock LLC
Altar Rock LLC is a Registered Investment Adviser. This website is limited to general information regarding Altar Rock’s investment advisory services. Nothing here should be viewed as a substitute for personalized investment advice from Altar Rock — which would begin with a review of the client’s situation, needs, objectives and aspirations — or as tax, legal or accounting advice.
Investments involve risk and are not guaranteed. Different investments involve different types — and varying degrees — of risk. Past performance is not indicative of future performance. Do not assume that future performance of any specific investment, strategy, vehicle or manager referenced directly or indirectly herein will be profitable.
Any charts, graphs, vehicles, managers or strategies shown here are illustrative only, may be altered without notice, and should not be used as the sole basis for any investment decision.
Projections of structural alpha constitute neither actual nor hypothetical performance. They additionally assume the application of investment discipline, stable tax laws and rates, and efficient portfolio construction — none of which, by nature, can be guaranteed.
Altar Rock's investment advisory services are only offered in certain regulatory jurisdictions. If your location is one where we are not permitted to operate, we may decline to serve you.
© 2024 Altar Rock LLC
Altar Rock LLC is a Registered Investment Adviser. This website is limited to general information regarding Altar Rock’s investment advisory services. Nothing here should be viewed as a substitute for personalized investment advice from Altar Rock — which would begin with a review of the client’s situation, needs, objectives and aspirations — or as tax, legal or accounting advice.
Investments involve risk and are not guaranteed. Different investments involve different types — and varying degrees — of risk. Past performance is not indicative of future performance. Do not assume that future performance of any specific investment, strategy, vehicle or manager referenced directly or indirectly herein will be profitable.
Any charts, graphs, vehicles, managers or strategies shown here are illustrative only, may be altered without notice, and should not be used as the sole basis for any investment decision.
Projections of structural alpha constitute neither actual nor hypothetical performance. They additionally assume the application of investment discipline, stable tax laws and rates, and efficient portfolio construction — none of which, by nature, can be guaranteed.
Altar Rock's investment advisory services are only offered in certain regulatory jurisdictions. If your location is one where we are not permitted to operate, we may decline to serve you.
© 2024 Altar Rock LLC