Creative Planning adds $2.2bn in assets with Rockbridge purchase
Creative Planning has acquired Rockbridge Investment Management, a fee-only, fiduciary wealth management firm, for an undisclosed sum.
The deal adds around $2.2bn in assets under management to Creative Planning’s books along with 23 employees.
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The addition widens the firm’s financial planning and investment management footprint across central New York.
Established in 1991, Rockbridge has assisted individuals and families with retirement planning, alongside providing investment management, financial planning, estate planning, insurance planning, business succession planning, and tax coordination.
In a joint statement, Rockbridge CEO Patrick Rohe and managing partner David Carroll said: “For years, clients have asked us for coordinated services like estate planning and tax preparation, and joining Creative Planning allows us to bring that fully integrated experience, including dedicated CPAs and estate planning professionals, to our clients and the Syracuse community with the same focus on client experience and responsiveness that has defined Rockbridge.”
Rockbridge clients will remain with their existing advisers.
These clients will gain access to Creative Planning’s affiliated capabilities, including tax preparation, legal, trust, estate planning, and retirement plan services.
Creative Planning CEO Peter Mallouk said: “We’re excited to welcome the Rockbridge team and its clients to Creative Planning. Rockbridge has built its reputation in Central New York on in-depth financial planning and a thoughtful client experience, and that commitment mirrors how we approach our work.
“Together, we can bring Syracuse-area families a full range of integrated wealth management, including tax and estate planning.”
Creative Planning operates as an independent wealth management firm focused on financial planning-led investment management and retirement planning services.
Through its group entities, Creative Planning coordinates estate planning, trust services, tax advice, and family office services for individuals, alongside business services and institutional consulting for organisations.
