What is Wealthbridge?
Wealthbridge is a New England-based financial services firm helping people make educated decisions about their finances and financial wellbeing. We are dedicated to providing objective, holistic, personalized and comprehensive advice to our valued clients.
Why Work With Wealthbridge?
Our holistic and comprehensive approach not only helps you achieve your goals, but we also do our best to educate along the way. Our goal is for you to have a thorough understanding as to why we’re recommending a strategy, and how that strategy is intended to guide you towards financial independence and success.
$300M ASSETS UNDER MANAGEMENT
Wealthbridge manages more than $300m combined in assets working with over 2,700 households across the United States.
OVER 100 YEARS COMBINED EXPERIENCE
Collectively our team has over 100 years of industry experience. As the financial landscape and our client needs have changed, we’ve adapted and guided family wealth through multiple generations.
QUALIFICATIONS MATTER
Wealthbridge advisors hold gold-standard qualifications in Financial Services. Combined, we hold the following designations: CERTIFIED FINANCIAL PLANNER™ Professional, Chartered Financial Consultant, Chartered Life Underwriter, Retirement Income Certified Professional, Accredited Investment Fiduciary, Certified Divorce Financial Analyst, Chartered Financial Analyst, Certified Investment Management Analyst, and Certified Retirement Education Specialist.
Our Services
Retirement Planning
Investment Management
Risk Management & Insurance Planning
College, Tax & Estate Planning
Small Business Retirement & Group Benefits
Meet The Wealthbridge Team
Resources
Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.CALCULATORS
A host of financial tools to assist you.
ARTICLES
Educate yourself on a variety of financial topics.
FLIPBOOKS
These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts.
VIDEOS
These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts.
GLOSSARY
Financial terms from A to Z.
NEWSLETTERS
Timely newsletters to help you stay current.
Contact Us
63 Cedar Ave, Ste 11
East Greenwich, RI 02818
Equitable Online
Account Access
Existing Equitable clients can access their online account here.Account Access