By Vincent Barbera, CFP®, MSFS
Just as you wouldn’t want a plumber wiring the electricity in your new home, you don’t want just anybody guiding you in your financial life. With something as important as your finances, you want to experience the peace of mind that comes from entrusting your money to someone who has knowledge and experience that relates to your unique situation.
At Newbridge Wealth Management, we believe our clients deserve specialized advice and personalized attention. Rather than provide as many services as possible to as many people as we can reach, we prefer to serve specific groups of clients and tailor our services to fit their needs. This allows us to dedicate more time to each client so we can build strong, trusted relationships.
At Newbridge Wealth Management, we have the pleasure of working with a diverse range of clients of different ages and from varied backgrounds. But we also provide services and expertise to niche groups who have specific concerns and circumstances, particularly the concerns that come along with change. Not only do our finances often determine what life changes we can make, but when change does come our way, our finances are inevitably impacted. We know the stress and uncertainty that comes along with any type of transition, and we aim to work with our niche groups to tackle life changes with confidence!
Individuals And Families Experiencing Life Change
One thing we can count on is that change will happen, whether we see it coming or not. And many life changes, whether it’s sending your child off to college, switching jobs, or moving to a new state, have long-term consequences for your financial situation. We aim to develop a complete understanding of your life and finances, because the better we know you, the more value we can offer. By building long-term relationships with our clients, we get the privilege of walking through life’s transitions with them, helping them determine the benefits and challenges of what lies ahead and creating a detailed plan that best fits them and their family.
Executives Considering Transition
One of our specialties is serving mid-level executives who seek more from life, be it a new career, time to travel, or more time with their family. Sometimes that “more” means making a significant change. If you are an executive who has enjoyed a fulfilling career and financial success but are starting to feel a bit stuck, we can work with you to determine your options and account for your executive benefits and other income sources so you can feel confident walking through the next door of opportunity.
Women In Transition
Regardless of how it happens, it can be shocking for any woman to experience a separation from their spouse. Even if you are a financially savvy breadwinner, your financial landscape and outlook will face some changes as you enter this new phase of life. A financial guide can make all the difference to help you understand where you are now, determine where you want to be, and create a financial plan that will get you there.
What We Do Best
If it scratches the surface of personal finance, we have you covered. From saving to achieving your ideal retirement to financing a major transaction to maximizing your asset growth while protecting against risk, we shoulder your financial burdens and help you stay on your desired path.
Every client we serve receives personal care and a nonjudgmental sounding board as we implement our process-driven approach to financial planning to provide confidence and clarity to your long-term goals. On top of that, 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. That’s what we do best.
We Are Here To Serve You
If you fall into one of these categories and know you need the specialized service we provide, we encourage you to reach out to us to see if we can help you. At Newbridge Wealth Management, we are dedicated to professionally supporting, educating, and providing informed direction to each and every client. We want to minimize your stress and leave you with more time and freedom to pursue what you love. If you want more information about what we do, click here to access our online calendar and easily schedule a free 15-minute introductory phone call. Or you can email us at firstname.lastname@example.org or call 610.727.3960 to schedule a meeting today!
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 clients’ long-term goals. Along with a bachelor’s degree in psychology and business, he has a master’s degree 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.