Moon Rock Wealth Management

We're committed to helping provide financial guidance and provide strategies to work towards our clients goals. We do this by helping you develop an overall retirement income strategy and offering a variety of insurance and investment products to help achieve the objectives of that strategy.

Moon Rock Wealth Management has a strong team of professionals helping ensure you receive the assistance you need, not only in developing your retirement income strategy but in maintaining it throughout your retirement.

Meet Our Founder

In 2008, Pete Toth was a part-time insurance agent working a second job for a small company. In his role, he would encounter people with financial strategies that did not align with his goals. Pete quickly recognized a glaring need for more honesty, loyalty and accountability in the financial services industry. He felt so strongly that, in 2009, he formed his own independent financial services firm.

Pete is an Investment Adviser Representative and holds life and health insurance licenses in Ohio and Indiana. He has a Bachelor of Science in economics from Ohio State University.

Schedule a Meeting

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at info@moonrockwm.com today!