Your financial interests don’t come bundled in tidy little packages; more typically, they’re tightly interconnected.
Your retirement plans interact with your investment portfolio, which influences your estate planning and charitable intent. Your wealth is strengthened by thoughtful insurance applications, while your business interests intertwine with your personal wealth.
And that’s just “the norm.” (If there is such a thing!) If you’re like most families, you probably also face challenges and opportunities that are all your own.
Here at Rockbridge, our entire professional team is here for you, to help you coordinate your entire wealth. Experienced, informed and having already encountered just about every financial facet you might face, we draw on our unified team approach, our range of industry credentials, and our objective outlook to provide best-interest, personalized advice to you and your loved ones.