- We start with a balance sheet, not ABC stock or XYZ fund.
- We sell nothing but advice.
- We act as fiduciaries, always putting our client interests first.
- We utilize the best technology in the business.
- We are a rare combination of experience, knowledge and youth.
We aim to be fully integrated and aware with our clients. In our view, the better we know each other the more value you’ll receive from us. We have a family-office, multi-generational style, meaning we want to be long-term partners with your family and deliver what you want, when you want it, with an emphasis on exceptional service.
From how to start saving to how to retire in style. Everything revolving around your cash flow and net worth is within our scope. From how to finance a big transaction to how to dispose of it with the tax liability minimized. From an original estate plan to the administration of the estate. From maximizing your asset growth to protecting assets against market anomalies and other risks. If it scratches the surface of ‘personal finance,’ we have you covered.
By you alone, not a third party. We do not receive any revenue whatsoever from our business partners, vendors, or other parties. Further, you always know what you are paying us. Nothing is hidden. Your fee is written in black and white within your client agreement. It is not embedded within any investment or insurance product. In addition to being good business practice, we think this helps clients size up the value of our service.
No, we use a third-party custodian for safely holding all client assets. The custodian produces monthly and quarterly statements and delivers them directly to you. On those statements, you see holdings, transactions, fees, and other details. The client authorizes Newbridge to have limited powers with respect to the accounts, such as permission to receive transaction data from the custodian (to report investment returns to the client).
