Rockbridge Group
675 Bering Dr
Houston, TX 77057
RockBridge Group, founded by Edmund Perry and Preston Sartelle, specializes in exceptional insurance solutions aimed at preserving and transferring generational wealth. As a member of the M Financial Group, the firm is dedicated to delivering principled advice and tax-efficient strategies tailored to the unique planning needs of affluent families.
With a leadership team boasting extensive experience in estate planning, finance, and compliance, RockBridge Group prioritizes client relationships through transparency and creativity. Their commitment to stewardship is reflected in their focus on helping clients navigate the intricate connections between their legacies and financial futures.
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