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 Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding 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 a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

Link to equitable.com

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