RockBridge Group
Insurance · Texas, United States · 1-10 Employees
View Company Info for Free
Overview
Headquarters
675 Bering Dr Ste 500, Houston, Texas, 7...Website
www.rockbridgegroup.comRevenue
<$5 MillionIndustry
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
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Compare Similar Companies to RockBridge Group
Compare insights from companies similar to RockBridge Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
RockBridge Group Tech Stack
A closer look at the technologies used by RockBridge Group
See more technologies
Top Insurance Companies
Top companies in Canada by revenue
Top companies in Australia by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding RockBridge Group
Sign Up For FreeTo access detailed company insights
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
