ROCKBRIDGE

Founded by Edmund Perry and Preston Sartelle, RockBridge Group is committed to strengthening client relationships through principled advice and tax-efficient solutions for the unique planning needs of families with generational wealth. An M Financial Member Firm, RockBridge is focused on delivering best-in-class analytics, design, and results with transparency, discretion, creativity, and an eye to good stewardship... At RockBridge Group, it's our shared commitment that binds us. Your life. Your journey. Your legacy. Your family is our deepest commitment. And our commitment is unwavering... RockBridge Group serves high net worth families with insurance solutions for the preservation and transfer of generational wealth.

Also known as: RockBridge Group, RockBridge Group, LLC