DISCOVER
As a fee-only, fiduciary advisor, our focus and highest priority is on your highest interests. Discovering who you are and what you want out of life is a critical first step toward ensuring that we manage your wealth accordingly.
We set aside upfront time to explore your personal relationships, interests and dynamics; professional pursuits and succession-planning requirements; philanthropy and community interests; and your range of assets and liabilities, financial goals and challenges.
DESIGN
We build your plan and structure your financial affairs with an eye toward achieving and sustaining your desired lifestyle through the years – during earning and accumulation, and onward into a satisfying retirement.
To optimize your experience, we integrate evidence-based investment management with organized advanced planning, with a “best of” approach that blends our own experience with select alliances to address any specialized needs you may face.
REFINE
Even the best-laid plans are subject to change. Your personal goals change, calling for revised structure. The world spins and markets move, calling for disciplined portfolio rebalancing. Outside influences throw you curve balls to catch or avoid, calling for adept adaptations.
The point isn’t to avoid making changes, but to make them deliberately and cost-effectively, guided by reason and resolve rather than rash reaction.
Why hire Us?
ORGANIZE YOUR INTERESTS
Most families have accumulated a jumble of assets through the years while pursuing myriad life goals. We help put one and one together for you, converting your array of interests into a manageable whole.
BUILD WEALTH & MANAGE TRANSITIONS
Once we’ve helped you organize your life’s goals, sensible investment management becomes the engine for continued progress. Ongoing planning helps you navigate the complexities that come your way.
PREPARE FOR RETIREMENT
With our well-designed process and experience, we are your ally in preparing for and enjoying your retirement. Once you’ve accumulated some wealth, then what? With our well-designed process and experience, we’ll help you prepare for and enjoy your retirement.
ADDRESS THE REST
Let’s face it: Life gets messy. Personal, professional, financial and family dynamics can collide in ways that textbook planning doesn’t cover. As questions and complexities arise, we offer seasoned oversight to guide the way.
Ready to get started?
If you’re ready to start planning for a brighter financial future, Rockbridge is ready with the advice you need to achieve your goals.
