Broker Check

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.

Learn more

Helpful Content

Please Leave Home Without It

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Directors and Officers Liability Insurance

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

Planning for Special Needs Children

Planning for Special Needs Children

Planning for a special-needs child can be complicated, confusing, and even overwhelming.