Bio

About Alexander Casas:
He founded Rock Steady Wealth, Inc. in 2015 in Richmond Virginia.  He started working in finance in 2009, streamlining business operations, meeting with clients to understand their needs, and managing portfolio’s as a fiduciary to help achieve clients financial goals.

Prior to starting Rock Steady Wealth, Inc Alex founded Casas Computer Consulting, LLC in 2013.  Helping businesses and individuals get a handle on their IT infrastructure.  Designing, building, and implementing technology solutions for individuals, businesses, and non-profits.

His expertise in IT helps him analyze investments from a different perspective.  Allowing Alex to keep his clients ahead of the emerging trends and risks. 

He also became a FAA Licensed Commercial Drone Pilot and founded Richmond Aerial Drone, LLC in 2017.  Through RAD he performs aerial cinematography for TV, Features, Commercials, and Commercial real estate.

Alex enjoys giving back to the community so he joined the board of The Build Forward Foundation 501(c)(3) and is currently treasurer of the non-profit. The Build Forward Foundation provides STEM(Science Technology Engineering Math) education and tools to the greater Richmond, Virginia community. The facility includes a full woodshop, metal shop, machine shop, LASER’s, CNC’s, 3D Printers, an electronics lab, and more.

Privacy Policy

ROCK STEADY WEALTH, INC., an independent Wealth Management Firm, considers client privacy to be a primary building block for the success of our client relationships.  Rock Steady Wealth, Inc. is dedicated to protecting the confidentiality, integrity, and availability of our current, future, and former client’s private information. 

In the process of providing the community with financial services, we may collect, retain, and use client information for the explicit purpose of operation of the business, providing service for clients, and complying with legal and regulatory requirements.  The private information may come from account applications, account statements, investment policy statements, account transactions, and other documents from other written, electronic or verbal correspondence from your brokerage, attorney, accountant or any other source the client authorizes.  Rock Steady Wealth does not sell, exchange or disclose client information with third parties unless the third party is essential in operation of the business, or with a client’s verbal or written permission, except as required or permitted by law. 

Confidential information, from any source, regarding any current, future, or past clients, may be disclosed when Rock Steady Wealth, Inc. believes that disclosure is required under law, to cooperate with regulators or law enforcement authorities.  Rock Steady Wealth, Inc. reserves the right to disclose information with employees, contractors, and business affiliates in connection with the firm’s business and to service and maintain customer accounts.  The firm may disclose information about client or client’s account to a non-affiliated third party with a client’s written consent. 

To further safeguard client information digitally, we maintain password protected systems with strict minimum password requirements, updated anti-malware software, and encrypted data storage, hardware, and networks.