Building Wealth

With Simple Disciplines

 

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Investment Advisors Serving Syracuse, Binghamton, Watertown and Utica

What We Do:

fee-only investment management

 

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.

 

 

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Rockbridge is a fee-only

investment management firm.

We manage $450 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 discovery of your distinct goals and challenges, we’ll craft your custom wealth plan.

refine

Refine

With your plan and portfolio in place, our partnership unfolds over time, helping you stay on track toward your goals.

 

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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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