Comprehensive Financial Planning

The world we live in today is far more complex than it was 30 or 40 years ago.  Proper financial planning has also become far more complex.  The strategy of simply buying a few stocks or mutual funds and hoping for the best is no longer enough to ensure that we will meet our goals. 

RockBridge Wealth Management believes that clients both need and want professional guidance to help them reach their goals in the most prudent manner possible.

Some of the areas where we can add measurable value for clients include:

• Retirement Income Planning
• Retirement Risk Management
• Higher Education Funding
• Tax Efficient Investment Planning
• Wealth Transfer Strategies
• Innovative Long-Term Care Planning
• Exclusive Portfolio Management

These are just a few of the planning needs where we can assist clients in working towards reaching their goals.  Each of these areas has its own set of challenging obstacles and potential pitfalls.  Our goal at RockBridge is to help our clients navigate through these issues, overcome any obstacles and ultimately reach their desired objectives.

We invite you to call us and arrange a candid, confidential discussion about your goals and/or concerns and allow us to explore whether we may of service to you and your family.