About Us

Rockbridge for Families

For over 20 years, Rockbridge has worked with successful individual and families to help ensure they have the proper wealth and risk management strategies in place to help protect, preserve, and grow their wealth. Doing this shouldn’t be so complex, which is why, or team focuses on simplifying the complex by listening to your goals and customizing a holistic plan to help you achieve a life well planned, both for you, your family, and for generations to come.

Management of assets for both trust and personal accounts.

Helping families and/or their charity of choice receives assets in accordance with their wishes without a negative impact on a family's current income.

Help ensure net worth passes to the next generation intact, net of possible estate tax consequences.

Tax efficient transfer of assets, businesses and/or trusts to the next generation.

California Insurance License #: 0D10028

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Rockbridge Financial is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network.

AXA Equitable Holdings, Inc. is a publicly traded corporation, and it and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.

Link to axa.com

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