PARTNER

We place your greatest financial goals at the center of all that we do as your advisor. We hope that you, in turn, will fully commit to your relationship with us.

Coming together means participating in an ongoing conversation, keeping us abreast of changes in your life, heeding the advice we offer, and letting us know whenever you have questions or ideas to share.

PLAN

Markets dip and surge. Your personal circumstances change and grow. The world never stops moving. Not to worry – your Rockbridge plan helps you decide. It becomes your essential framework for organizing your assets, minimizing financial complexities and prioritizing your life’s varied interests.

EMPOWER

Financial well-being isn’t just about tracking numbers in a spreadsheet. It’s about capitalizing on the opportunities and minimizing the obstacles you encounter along the way.

By connecting your money with all that it means to you, we free you to celebrate and enjoy yourself: your personal and professional relationships, interests and activities, people and passions.

HOW WE CAN HELP:

INVESTMENT MANAGEMENT

As the engine powering your plans, your investments better be able to go the distance. For that, we build low-cost, globally diversified portfolios, based on the tenets of evidence-based investing. Our goal is to help you achieve your personal financial goals by maximizing your expected long-term returns in relation to the market risks involved.

FINANCIAL & RETIREMENT PLANNING

Making money in the market is all well and good. But to what aim? What does your retirement look like, when can it happen, and how? How will you fund your personal and professional goals along the way? What if life throws you curveballs – then what? That’s why we’re here, offering solid, steady planning on which to build your dreams.

PENSION ANALYSIS

If you’ve got a pension coming your way, that’s excellent news. That said, you worked hard to earn it; you’ll want it to work just as hard for you. There’s so much jargon though: lump-sum, 100% survivor, life-only … What’s right for you? We’ll help you cut through the confusion, so you can make informed choices for you and your loved ones.

INSURANCE PLANNING

It’s important to protect yourself and your loved ones’ against life’s many risks. Insurance also can facilitate wealth transfer during business succession or multigenerational planning. There are lots of possibilities … as well as lots of sales-driven tricks and traps. We don’t sell insurance; we offer objective advice on how to make the most of it.

BUSINESS SUCCESSION PLANNING

As business owners ourselves, we know: Your business is almost like a family member; you’ve typically invested vast amounts of your personal wealth and well-being to its enduring success. When the time comes to sell or transition your business into new hands, we’re here with the empathy and experience to assist.

ESTATE PLANNING

While none of us get to live forever, each of us can define the legacy we’d like to leave. We help individuals and families articulate their personal life values, and translate them into the legal structures involved in realizing them. We can work closely with your own estate planning attorney or recommend one of our select alliances if preferred.

GETTING STARTED IS SIMPLE

315-671-0588
info@rockbridgeinvest.com
schedule a meeting

GETTING STARTED IS SIMPLE

315-671-0588
info@rockbridgeinvest.com
schedule a meeting