RockBridge Group
Insurance · Texas, United States · 1-10 Employees
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Overview
Headquarters
675 Bering Dr Ste 500, Houston, Texas, 7...Website
www.rockbridgegroup.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
2
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About RockBridge Group
Rockbridge Group is an M Financial Firm that specializes in the preservation and transfer of generational wealth, offering principled service and tax-efficient solutions tailored to the unique planning needs of wealthy families. Founded by Edmund Perry and Preston Sartelle, the firm emphasizes strong client relationships and delivers best-in-class analytics, design, and results with a focus on transparency and stewardship. The team includes experienced professionals with backgrounds in estate planning, insurance, and financial services, dedicated to supporting clients in their legacy planning. Rockbridge Group operates from Houston, Texas, and is committed to connecting clients with the resources necessary for effective wealth management.Explore more
RockBridge Group Org Chart
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Rockbridge Group is an M Financial Firm that specializes in the preservation and transfer of generational wealth, offering principled service and tax-efficient solutions tailored to the unique planning needs of wealthy families. Founded by Edmund Perry and Preston Sartelle, the firm emphasizes strong client relationships and delivers best-in-class... Read More
