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.
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.
Services
At RockBridge Wealth Management, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Over the years, we have found that a team approach can be an effective method in helping clients who have a wide variety of needs as they maneuver through a complex financial services world. We invite you to discover and experience the power of our services. And with our sources from diverse backgrounds, education, and experiences, we believe it has far-reaching benefits for our clients.
Our mission is to be the premier provider of financial planning and investment management services in the Gulf Coast area. We strive to have our clients be totally comfortable with the financial plan we've developed together, as well as the implementation of that plan. We seek to have our clients describe us as completely honest, devoted to their financial goals, and exceptional in providing investment advice and service.
RockBridge Wealth Management, Inc. was founded in March of 2001 by Damian M. Bell and Mark L. Baggerly. After years of working as financial consultants for a major Wall Street firm, they decided that they could better serve their clients in an independent environment. Their goal was to be free from the quotas, incentives, and conflicts of interest that can undermine client confidence and be so prevalent today with many firms.
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.
Reviews
Be the first to review Rock Bridge Wealth Management.
Write a Review
