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Welcome to RockBridge Wealth Management

Located in Daphne, Alabama, RockBridge Wealth Management is a private wealth management firm dedicated to crafting uncommon financial solutions for individuals, business owners, and institutions in the greater Gulf Coast area.

We believe our approach in serving clients is independent, unbiased, bold, innovative, and comprehensive when compared with many other financial advisors, brokers, and/or firms. We believe we are different than the "traditional" Wall Street establishments and diligently work towards demonstrating that to you.

We’ve spent years developing processes and solutions that are capable of enhancing areas of our clients' financial well being. You are unlikely to find a more comprehensive approach to financial planning.

If you are tired of dealing with the typical financial advisor, then please step inside and discover how positively different your future service experience can be.

Meet Our Team

At RockBridge Wealth Management, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

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Helpful Content

Social Security: Five Facts You Need to Know

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

Insuring Your Second Home

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

The Investment Risk No One’s Ever Heard Of

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.