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.
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.
Risk Management & Insurance Planning
College, Tax & Estate Planning
Small Business Retirement & Group Benefits
Meet The Wealthbridge Team
ResourcesWelcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.
These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts.
These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts.
63 Cedar Ave, Ste 11
East Greenwich, RI 02818
Fax: (401) 884-7293
Existing clients can instantly login to the eMoney website here.
Tell us more about you by completing your secure Asset Map today.
Access your Massachusetts Teachers Retirement System account.
Existing Equitable clients can access their online account here.
Access your Social Security Account via the ssa.gov website.
Access your Employee Retirement System of Rhode Island account.