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Alabama Retirement Planning

RockBridge Wealth Management

Retirement is personal. You’ve worked hard to save and invest your money and now it’s time to optimize and protect your savings to provide for your retirement and your loved ones thereafter.

RockBridge Wealth Management is an independent financial services firm, specializing in helping individuals and families prepare for, plan, and live in retirement. We believe our approach in serving clients is independent, unbiased, bold, innovative, and comprehensive when compared with many other financial advisors, brokers, and/or firms. We believe we are different than the “traditional” Wall Street establishments and diligently work towards demonstrating that to you.

We’ve spent years developing processes and solutions that are capable of enhancing areas of our clients’ financial well-being. You are unlikely to find a more comprehensive approach to financial planning.

If you are tired of dealing with the typical financial advisor, then please step inside and discover how positively different your future service experience can be.

Retire with confidence

Our Planning Process

Our three-step planning process works to help identify and implement suitable financial strategies for helping our clients meet their needs and achieve their goals and objectives for retirement.

01

Start Smart

02

Apply Discipline

03

Communicate Progress

01

Start Smart

Get a Clear Understanding of Your Financial Life

First, we gain a thorough understanding of your current financial situation, goals, objectives, risk tolerance, and the key considerations that should be addressed in your retirement strategy.

Six Fundamental Financial Planning Considerations

Six key financial planning considerations can impact your financial goals now and in the future. The question is not if these will affect your finances, but to what degree. We evaluate your sentiment toward each consideration and quantify the potential effects on your assets over time. This allows us to build customized strategies to help you achieve your financial objectives for retirement.

Longevity

Outliving financial assets as the result of a longer life.

Inflation

Reduction in real purchasing power as the result of increasing cost of living.

Mortality

Estate planning to minimize probate and to manage the flow of assets upon the death of a client or loved one.

Liquidity

Cash Management planning to meet life’s unexpected financial needs as well as considering the timing of withdrawals.

Market

Matching client suitability and objectives to investment allocations.

Taxes

Reviewing and structuring investments and income to work to minimize tax liability.

02

Apply Discipline

A Retirement Strategy Designed for You

Next, we design a retirement strategy that actively works to help optimize your wealth and protect your finances, keeping your goals and objectives at the forefront of our planning process.

Our Services, Your Future

We take the time to thoroughly explore your needs no matter the stage of life you are in to help provide a custom tailored solution that we continue to monitor and adjust until the end of time.

Maximize the growth potential of your investable assets in accordance with your risk tolerance and financial goals.

Increase you or your loved one’s future retirement income with a tax-efficient, capital leveraging strategy.

Ease the financial and emotional toll of long-term care with early planning so you can retire with peace of mind and dignity.

Understand the benefits you are entitled to and how to maximize Social Security income in retirement.

Develop solutions for healthcare expenses not covered by Medicare, a federal health insurance program.

Design an income plan that delivers dependable income and financial security throughout your retirement.

Protect your estate and loved ones from unnecessary taxation and probate with proactive estate planning strategies.

Develop strategies to protect assets against the effects of inflation.

Ensure access to assets to meet life’s unexpected  needs.

03

Communicate Progress

Our Commitment to You

Lastly and continually, we work to ensure transparency of your income plan by providing visibility, proactive outreach, and accessibility to our team throughout our working relationship.

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Here For You

Meet The Team

Damian M. Bell , CFP®

Founding Partner

Adam P. Bell, CFP®

Managing Partner

Stephen A. Pierce

Advisor

James A. Conwell

Advisor

Janis Worthington

Office Assistant

Gilda “Gigi“ Gilliam

Office Manager

RR

Retirement Resources

Complimentary Educational Resources

Lastly and continually, we work to ensure transparency of your income plan by providing visibility, proactive outreach, and accessibility to our team throughout our working relationship.

Our Upcoming Events

Events in May–July 2026

Our Downloads

Stress Free Retirement

This book has done for the annuity marketplace what Tax-Free Retirement did for life insurance. The response has been overwhelming. Nearly every person who reads this book wants to schedule a follow up with the person who gave it to them to discuss how this product can enhance their retirement. Don’t miss out! This is the book you have been waiting for. A book that could revolutionize your retirement years.

Financial Calculators

CalcXML Financial Calculators

PLEASE NOTE: The information being provided is strictly as a courtesy. We make no representation as to the completeness or accuracy of information provided via these calculators. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, information and programs made available through the use of these calculators.

Financial Literacy Videos

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Schedule Your Complimentary Retirement Review Today!

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    Contact Us

    9812 Millwood Cir,
    Daphne, AL 36527

    (251) 990-3456

    Privacy Policy | Disclosure | Terms of Use

    Rockbridge Wealth Management offers securities through International Assets Advisory LLC (“IAA”), Member FINRA / SIPC. Investment Advisory Services offered through International Assets Investment Management, LLC (“IAIM”), a SEC Registered Investment Advisor.IAA and IAIM are affiliated companies. Rockbridge Wealth Management is independent and unaffiliated with IAA and IAIM.

    Registered Representatives with Rockbridge Wealth Management may only conduct business with residents of the states for which they are properly registered, therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. This site and the content herein are subject to certain
    Legal Notices.

    Investing involves risk and you may incur a profit or a loss. Please carefully consider investment objectives, risks, charges, and expenses before investing. Any information or links contained in this site should not be considered tax or legal advice. Individuals should consult with a professional specializing in the fields of tax, legal, accounting or investments regarding the applicability of this information for their situation. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. For additional information about Customer Relationships, please review:
    https://www.iaac.com/disclosures/form-crs/

    Gilda “Gigi “ Gilliam

    Office Manager

    Gilda ( Gigi ) Gilliam recently joined RockBridge Wealth Management, Inc. as an office manager after a 15 year plus career with Edward Jones as an administrative assistant their downtown Mobile office.

    Gigi is very client focused and her long experience in the financial services profession will aid her in providing outstanding administrative service to all of our clients. She is looking forward to meeting all of our clients.

    Janis Worthington

    Office Assistant

    Janis Worthington is a detail-oriented Office Assistant with over 10 years of experience supporting, organizing, and improving efficiency. Specializing in administrative technology and using progressive systems and applications, including accounting software, mass communication procedures and organizational apps. Janis is known for exceptional communication, and for streamlining processes to enhance overall company productivity. She believes this aides in creating outstanding client experiences.

    James A.  Conwell

    Advisor

    Jim is an advisor with RockBridge Wealth Management. Jim’s areas of specialty are Retirement Planning and Retirement Income Management.

    Jim attended the University of Alabama and graduated from the University of South Alabama with a Bachelor of Science degree in Finance in 1981. It was in college that he first discovered his passion for investments.

    Jim began his career with Mutual of New York in Mobile, after two years with that firm, he was offered an opportunity to help start the retail brokerage division of the former First National Bank of Mobile. It was during the merger of that bank with AmSouth that Jim was offered an opportunity in the retail investment division of Compass Bank.

    Over the next 23 years with Compass Bank, Jim built his career as a highly respected financial professional, each year achieving the highest level of success among advisors of that firm. That success was instrumental in building the foundation for one of the premier retail banking investment divisions in the Southeast.

    Jim’s reputation is built on honest communication with his clients and a true spirit for seeking innovative ways to help clients achieve their financial goals. Jim’s client base seeks his advice and guidance on their challenging financial issues as he strives to keep their best interests in mind. Year in and year out, Jim seeks the most beneficial solutions for his clients.

    In 2008 Jim discovered the benefits, for his clients, of working with a team of independent financial advisors to pursue truly innovative ways to help clients achieve financial security. As a result, he joined RockBridge Wealth Management and now has at his disposal more tools than ever before to help clients achieve their financial goals.

    Jim was born and raised in Mobile and was educated in the Catholic School system graduating from McGill Toolen Catholic High School.

    Jim and his wife Megan have 3 boys, Jack, Joseph and Henry.  Jack, a University of Alabama graduate, is married with two children and works in compliance in Atlanta with Norfolk Southern Railroad.  Joseph graduated from Sewanee in 2023 and works in finance in Nashville, TN.  Henry attends Auburn University and is studying Finance.

    Jim and Megan live in Magnolia Springs, AL, they are parishioners at St. Lawrence Catholic Parish in Fairhope.  Jim is an active participant in the Men of St. Joseph group at St. Lawrence and in his spare time he enjoys fishing, duck hunting and spending time with his family.

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        For a complimentary copy of Legacy & Estate Planning–Understanding the Basics, complete the form below.







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                We are waiting to help you retire in confidence.

                For general questions or comments complete the form below.

                Contact Information:

                9812 Millwood Cir,
                Daphne, AL 36527

                Phone: (251) 990-3456

                Contact Us






                  Speak With RockBridge Wealth Management Today!







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                                Stephen A. Pierce

                                Advisor

                                Stephen is a Financial Advisor at RockBridge Wealth Management, where he specializes in Comprehensive Retirement Planning. With more than three decades of experience in the financial services and wealth management industry, Stephen has built a reputation and career as a highly respected financial professional and is dedicated to helping individuals, families and businesses build, protect, and transition their wealth with confidence and clarity.

                                A graduate of the University of Southern Mississippi, Stephen earned both his bachelor’s degree and an MBA from USM. While at Southern Miss, he was a tight end on the Golden Eagles football team and had the unique experience of catching passes from future NFL Hall of Famer Brett Favre. During his MBA studies, Stephen demonstrated his entrepreneurial spirit by founding and serving as president of Pro-Athletic Sports Agency, Inc.

                                Stephen began his financial advisory career in 1991 with Smith Barney in New Orleans. His early success led to a recruitment by Merrill Lynch in 1995, where he achieved the designation of Senior Financial Advisor. In 1999, he relocated his practice to Mobile, Alabama to be closer to family. Recognizing the advantages of independence and a client-first approach, Stephen transitioned his practice to RockBridge Wealth Management in 2002, where he continues to serve his clients.

                                Originally from Jackson, Alabama, Stephen now resides on the Eastern Shore with his wife, Torrie. They have four grown children: Makenna, Karsen, Kaden, and Rayla. He is actively involved in his church, serves on the Fellowship of Christian Athletes Board, supports the Special Olympics, and remains an avid sports enthusiast. When time allows, Stephen enjoys playing golf and travelling with his wife.

                                Lynn Koors

                                Operations Manager

                                Lynn is The Operations Manager for Rockbridge; with over 30 years in the Financial Services industry.

                                Throughout her career, she has honed her expertise in Operations Management; and holds a Series 7 License, reflecting her deep commitment to professional excellence.

                                Beyond the office, Lynn is a devoted Grandmother who cherishes time spent with her grandchildren, and her beloved dog.

                                An avid traveler and hiking enthusiast, she loves exploring breathtaking landscapes, and taking on new adventures.

                                Lynn’s passion for both her career, and her personal pursuits, makes her a dynamic and inspiring presence in any setting.

                                Adam P. Bell, CFP®

                                Managing Partner

                                Adam joined the RockBridge Wealth Management Team in September of 2008. He concentrates his efforts in the area of Financial Planning and Services to Retirees.

                                Adam is a graduate of the University of South Alabama where he studied Gerontology. After graduating, he put his knowledge to work as the Disaster Preparedness Coordinator with Senior Citizens Services of Mobile. Adam was promoted after a year in that position to Program Manager, which required him to implement social programs and activities that would be of value to senior citizens in the community.

                                The consistent interaction Adam had with retirees in this position gave him an understanding of many of the financial issues facing senior citizens/retirees today. This motivated Adam to seek a career more directly related to helping retirees manage their financial challenges and ultimately led him to RockBridge Wealth Management. In an effort to improve his professional knowledge and provide his clients with the best possible advice, he distinguished himself by earning the designation of CERTIFIED FINANCIAL PLANNER™.

                                Adam is a native of New Orleans and has lived in the Mobile area since 1989 when his family relocated there. Adam enjoys playing the guitar and singing, spending time with his four nephews, Travel, and working towards the next Degree Black Belt in Karate. In case you might be wondering, Adam is also the son of Damian Bell, the Founding Partner at RockBridge.

                                Damian M. Bell , CFP®

                                Founding Partner

                                Damian Bell is the founding partner of RockBridge Wealth Management, Inc. and serves as the President. He specializes in comprehensive financial planning for individuals and businesses.

                                After graduating from Tulane University in New Orleans, Damian began his career as an account executive for Proctor and Gamble and then Polaroid. He then changed course and entered the financial services field as an advisor with Prudential Securities, earning a reputation for outstanding client service. He was approached by Merrill Lynch to assist on opening the new office in Fairhope, Alabama and elected to join Merrill Lynch for that opportunity, and quickly rose to the position of Assistant Vice President. Based on Damian’s strong desire to provide an even higher level of client service, he decided to earn the distinguished Certified Financial Planning ® designation, which he received in 1998.

                                After several years with Merrill Lynch, with the goal of providing even higher levels of client service, Damian made the decision to start his own firm, and RockBridge Wealth management, Inc. was born in March of 2001.

                                Damian and his wife Lisa are natives of New Orleans and have resided in the Mobile area since 1989 with their three children ( Ryan, Adam , and Monica). They are also the proud grandparents of four grandsons. Lisa recently retired from her position as a teacher at Corpus Christi School in Mobile and Damian continues to serve as President of RockBridge Wealth Management, Inc. He is also an avid participant in the Corpus Christi chapter of the Men of St. Joseph and is a past member of the Board of Directors of the Mobile Chamber of Commerce.

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