Rockbridge Investment Management

Rockbridge Investment Management Rockbridge is an independent, fee-only, Registered Investment Advisor committed to pursuing a better

Rockbridge's Advisors serve the financial needs of families and individuals by helping them make wise financial decisions in all areas of their life. We advise our clients on the best ways to grow, protect and transfer their wealth, which gives them peace of mind as they navigate through the many changes in their lives.

05/27/2026

Don’t settle for a "salesperson" disguised as an adviser. 🏛️⚖️
Choosing the wrong firm can cost you. Here are 3 non-negotiables to look for:

1️⃣ Fee-only Fiduciary: Legally required to put your interests first.
2️⃣ Team-Based Approach: Coordinating taxes, estate, and investments.
3️⃣ Relationship-Driven: A process where you actually feel heard.

At Rockbridge, we define great planning by these three pillars. Watch to see how we put you first.

05/14/2026

Stop! Before you roll over your 401(k), check for company stock. 🛑💸

A standard rollover could cost you thousands in unnecessary taxes. Dave explains NUA (Net Unrealized Appreciation)—a strategy that lets you pay lower capital gains rates instead of high ordinary income tax on your stock’s growth.

It’s a one-time decision. Once you roll it into an IRA, the deal is off the table. 🏛️📈

04/27/2026

Strategy aligned with purpose. 🤝✨

As fiduciaries, we help foundations and nonprofits turn their financial assets into lasting stability. No headlines, no complexity - just a disciplined approach to long-term growth.

Through our institutional edge, we provide tailored portfolio design and a mission-first mentality, all backed by the direct, responsive service your board deserves. Watch as Adam explains how we build confidence in every investment decision.

04/14/2026

Is your financial plan actually consistent with your values? 📜✍️

True legacy planning means ensuring your wealth, traditions, and intentions move forward together. We work closely with your estate and tax professionals to make sure your wills, trusts, and beneficiaries are perfectly aligned.

04/06/2026

Not all financial advisers work for you and that’s a problem. 🏛️⚖️

At Rockbridge, we’re fee-only fiduciaries. That’s a fancy way of saying we don’t sell products, we don’t earn commissions, and our advice is 100% aligned with your best interests. No corporate parent, no sales targets - just a team dedicated to your goals.

Tony explains why this independence is the foundation of everything we do.

04/03/2026

Do you make too much to contribute to a Roth IRA? There’s a legal workaround you need to know about. 🏛️🔓

Nick explains the Backdoor Roth IRA—a strategy that allows high-income earners to get money into a Roth, where it can grow and be withdrawn 100% tax-free.

Here’s the catch: the IRS "Pro-Rata Rule" can trigger unexpected taxes if you have existing IRA balances. That’s why we coordinate with your tax professional to ensure the timing and reporting are seamless, keeping your strategy clean and surprise-free.

Watch as Nick breaks down how this move could change your long-term tax picture. 🤝✨

03/24/2026

Tax planning only works when the pieces fit together. 🧩💼

At Rockbridge, we’re fee-only fiduciaries, which means our strategy is always aligned with your best interest. From harvesting losses to reduce gains to using Roth conversions to minimize future RMDs, we coordinate every move with your tax preparer.

03/16/2026

If you have a pension, this one decision could be a permanent mistake. 🛑📉

When it’s time to retire, you’re usually faced with a choice: take the higher monthly payout that ends with you, or a smaller one that protects your spouse. Dave explains a strategy we call Pension Maximization.

03/09/2026

If you’re over 70½ and giving to charity, you might be overpaying on your taxes. 💸

Craig explains how to stop the "double tax" on your retirement savings. Whether you use a QCD to lower your taxable income and Medicare premiums or a Donor-Advised Fund to maximize deductions in high-income years, the goal is the same:

Make your generosity work as hard as you did to earn it. 🤝✨

02/19/2026

Market trends come and go. Disciplined investing stays the course. 📊

Stop letting the headlines dictate your retirement strategy. We use a framework grounded in decades of research to build portfolios designed for the long haul, not just next week.

Address

220 S Warren Street Fl 9
Syracuse, NY
13202

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