For many people, it’s hard to find the time and resources to build and manage their assets confidently. It can be even harder to know how to integrate your family’s values, financial circumstances, and life goals into your financial plan and stay on track for the long-term.
At Newbridge Wealth Management, we understand how difficult it can be to find the time or energy to devote to necessary but overwhelming tasks, such as investing or financial planning. Our goal is to help you manage and organize your financial affairs so you can pursue your financial goals. By allowing our team of professionals to take care of the intricacies of financial planning and investing, you can devote more time to your family and passions in life.
Who We Are
Newbridge Wealth Management is a private financial counseling firm founded with the goal of helping guide busy families through their many financial milestones and staying on their desired path.
As an independent, fee-only firm, we are uniquely committed to serving as fiduciaries, acting in a professional capacity of competence and trust while delivering counsel to our clients. 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.
By providing comprehensive financial services from a caring team of professionals and maintaining a high-touch and personalized experience, we seek to serve as our clients’ most trusted financial consultant and help them make smart decisions with their money and work toward their desired lifestyle. With a dedicated team on your side, we want our clients to feel more confident as they navigate life’s challenges and planning opportunities.
Who We 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.
Our goal is to serve as a client’s non-judgmental sounding board and to shoulder some of their stress. Our clients put a lot of trust in us, and we don’t take this responsibility lightly. We believe our clients deserve prompt, competent, and courteous service with creative, intelligent solutions at a fair price. Our decisions are based on knowing exactly what our clients seek to accomplish, and their needs always come first.
The Newbridge Wealth Management Difference
We’re proud to work so closely with our clients and build long-lasting and trusted relationships. We believe there are a number of reasons why our clients choose to work for us. For one, we listen to their concerns and offer solutions rather than try to sell them products and claim immediate results. We care deeply for their families and want to be a true partner to them.
Beyond providing a comprehensive suite of financial planning and wealth management services, we are committed to providing attentive service, trusted advice, and fair, transparent pricing.
Our Goal For You
Through our services, planning process, and high-touch approach, we hope to help our clients sleep better at night knowing their finances are being watched over by a dedicated and trusted team of professionals. We hope they can focus on their passions in life knowing that we’re here to watch over their financial strategies and investments.
Are you looking for a financial partner you can trust to objectively guide you toward your goals and help you navigate your financial milestones? If you’d like to learn more about our unique process and how we may be able to help you work toward your financial goals, reach out to us for a complimentary review. Email us at email@example.com or call 610.727.3960.
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 firstname.lastname@example.org.