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

Arkansas Insurance License #: 2221337

Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through Equitable Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable 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 Equitable Advisors or Equitable Network. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

IMPORTANT: The names of all companies under the formerly-used AXA brand name have been updated under Equitable, the brand name of Equitable Holdings, Inc. and its family of companies. As we work to completely revise all of our website content, advertising, and other communications, you may occasionally see a remaining and inadvertent reference to some variation of "AXA", which should be disregarded and will be corrected as soon as possible.

Link to equitable.com

Privacy Policy

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck