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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

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

IRA Withdrawals that Escape the 10% Tax Penalty

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Social Security Taxes

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Home Mortgage Deduction

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.