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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

A Fruitful Retirement: Social Security Benefit

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

And the Executor Is

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Put It in a Letter

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.