Creating Clarity with Your Financial Goals
Process-Driven Wealth Management for Professionals and Families
Who We Serve
Fee-Only. Fiduciary. Objectivity.
Newbridge Wealth Management is a private financial counseling firm located in Berwyn, PA. We serve as fiduciaries, acting in a professional capacity of competence and trust while delivering counsel to our clients. As a fee-only firm we do not receive sales commissions, precluding the inherent and well-documented conflict of interest in dispensing financial advice and selling financial product as one. We believe in a patient, disciplined approach to investment management that delivers value and peace of mind. We utilize a process-driven approach to financial planning that provides comfort and clarity to our client’s long-term goals. And we strive to integrate the latest technology solutions to ensure the most efficient delivery of information to our clients.
The Financial Planning Process
About You - Our Clients
Individuals & Families Experiencing Life Changes
We help you determine the benefits and challenges of what lies ahead and help create a detailed plan that best fits.
Executives Considering Change
You've enjoyed a fulfilling career and financial success, but you may be feeling a bit stuck. We work with you to determine the appropriate path and if entrepreneurship makes sense for you and your family.
Women in Transition
It can be jarring to experience a separation. We are expert at coaching you through it and giving you the tools to secure your long-term financial prosperity.
ARE YOU WORKING WITH THE
RIGHT “KIND” OF ADVISER?
Competent, holistic, and free of conflicting interests.