ROCKBRIDGE

Rockbridge and Disciplined Capital Management merge their respective family wealth management businesses, retaining the Rockbridge name. Managed assets more than doubles to $423MM and we pass 450 clients. The firm grows to 11 employees and we make a move to the historic Merchants Commons building in downtown Syracuse with amazing views from the 9th floor rooftop patio. Rockbridge is also named a top 100 wealth management firm by CNBC... Managed assets grows to $708MM and the number of families that we serve surpasses 750. Number of employees increases to 16, all based in Central NY. Rockbridge is the largest Syracuse based independent fee-only investment advisory firm. The firm has 6 partners and a well thought out succession plan to be sure the firm endures beyond its founding members... At Rockbridge, we believe that advisors should focus on unbiased advice and use a diversified, low-cost investment portfolio to implement that advice. Through our collaborative approach to..

Primary location: Syracuse United States