RockBridge Group Employee Directory

RockBridge Group corporate office is located in 675 Bering Dr Ste 500, Houston, Texas, 77057, United States and has 1-10 employees.

Likely to Engage tag.Highly Engaged Employees

Employees by Department

Departments

Number of employees

C-Suite

1

Sales

1

Marketing

1

Key Employees of RockBridge Group

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    United States flag for contact location.
    Matthew Moe

    Director, Design & Client Services

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RockBridge Group Global Presence

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North America1-10

Index of contact profiles from RockBridge Group

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Contact Info
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12

People from Similar Companies in the Insurance Industry Located in Texas, United States

Frequently Asked Questions Regarding RockBridge Group Employees

How many employees does RockBridge Group have?
RockBridge Group has 1-10 employees
Who are RockBridge Group key employees?
Some of RockBridge Group key employees are Matthew Moe
Where is RockBridge Group located?
RockBridge Group’s headquarters are located at 675 Bering Dr Ste 500, Houston, Texas, 77057, United States
How do I contact RockBridge Group?
RockBridge Group Contact Info: Website: www.rockbridgegroup.com
What does RockBridge Group do?

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.Read More

Is RockBridge Group a public company?
RockBridge Group is private company therefore does not currently have an official ticker symbol
See more information about RockBridge Group Employees

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