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About Us

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?

Why Work With Wealthbridge?

First, our loyalty is to our clients, not any one company, product or strategy. Our role is to serve you, to develop the most appropriate strategy to reach your financial goals and ensure that strategy adapts based on your changing needs.

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.

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