Building Wealth

With Simple Disciplines

 

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Investment Advisors Serving Syracuse, Binghamton, Watertown and Utica

What We Do:

manage your money, for the rest of your life

 

partner

Partner

Our advice is driven by your greatest goals. Together, we’ll build financial confidence.

plan

Plan

Your experience begins with a carefully crafted plan: simplifying complexities and setting realistic expectations.

enjoy

 Enjoy

Working with us will free you to pursue your personal and professional passions.

 

 

Learn More

Rockbridge is a fee-only

investment management firm.

We manage $491 million and provide

531 families with sound financial advice.

 

Meet the Team

What makes

Rockbridge different?

 

Find Out

Our Client Experience

fee-only investment management

 

discover

Discover

Let’s begin with an investment in you, taking the time to understand who you are and how we can help.

define

Define

Based on our objective understanding of your distinct goals and challenges, we’ll craft your custom wealth plan and bring order to your assets.

refine

Refine

With your plan in place, our partnership expands into managing your means towards achieving your most important financial goals.

 

Learn More

Contact Us

Rockbridge Invest - Contact Us

Contact:

Phone: (315) 671-0588
Email: info@rockbridgeinvest.com

 

Visit:

Rockbridge Investment Management
220 S Warren St, 9th Floor, Syracuse, NY 13202

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Connect:

getting started is simple

315.671.0588 info@rockbridgeinvest.com Schedule a meeting Sign Up for Our Newsletter