An advisor can play one of the most prominent roles in a person’s life, forming a long-lasting relationship and providing trusted counsel. It’s not surprising, then, that it can be incredibly overwhelming to find an advisor and a firm you trust and want to work with for the long-term.
At Newbridge Wealth Management, we understand this overwhelming and intimidating process. Trusting someone with your hard-earned money is no simple task. We feel lucky to have been able to build a successful business working with individuals, families, and businesses we enjoy serving and who we believe we can help and who trust us with their life savings.
Many of our clients may not realize that we’re always looking to take on great clients with whom we think we would collaborate well. Yet, our business largely grows based on referrals our clients make.
What Sets Us Apart
We’ve been fortunate to work with a wide range of clients who do refer their friends and family to us. We believe so many people have referred others to us for a few different reasons:
- Fiduciary care. We serve as fiduciaries, acting in a professional capacity of competence and trust while delivering counsel to our clients.
- Objective advice. 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.
- Strong relationships. Our personalized process has led to us building long-lasting relationships with so many clients. We listen to their concerns and offer solutions. We don’t try to sell them product. We care for their families and want to be a true partner.
- A process-driven and technologically-advanced process. 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 People We Serve Best
Because we like to form trusted and close relationships with our clients, we strive to work with people we believe we can best serve.
While we work with a diverse array of clients, we specialize in working with mid-level executives who seek more from life, be it a new career, time to travel, or more time with their family.
As busy professionals, they lack the time or desire to manage and plan their finances on their own. They seek a fair balance of responsibilities and desire a professional who can share these duties with them. Working closely together, we offer asset management and financial planning services.
Do You Know Someone Who Could Benefit From Our Services?
One of the reasons we work with a select number of clients is so we can provide personalized attention and care to each of our clients, as well as their loved ones. When you have questions about your portfolio or strategies, we’re here to help. When you experience a new milestone in life, we’re here to help. And if you have a friend or family member who has questions or needs unbiased advice, we’re never too busy to help.
If you’re a client with our firm and you’ve enjoyed working with us, we hope you’ll refer a friend, colleague, or family member who may benefit from our services. There is never a fee, charge, or obligation for your first meeting.
For a no-obligation consultation, please forward this to them or have them email us at firstname.lastname@example.org or call 610.727.3960 to schedule a meeting. They can also schedule a free 15-minute introductory phone call now!
Vincent R. Barbera, CFP®, MSFS is a managing partner and co-founder of Newbridge Wealth Management, a private financial counseling firm located in Berwyn, Pennsylvania. Believing in a patient, disciplined approach to investment management that delivers value and peace of mind, he utilizes a process-driven approach to financial planning that provides comfort and clarity to his client’s long-term goals. Along with a bachelor’s in psychology and business, he has a master’s in business and financial planning and Certified Financial Planner™ designation. Learn more by connecting with Vincent on LinkedIn or send him questions at email@example.com.