New Bridge Wealth Management

Legal Disclosures

Newbridge Wealth Management, LLC – Legal Disclosures 2026

Newbridge Wealth Management, LLC (hereinafter “Newbridge”), a Pennsylvania Limited Liability Company, is a business with its principal office in Bryn Mawr, PA. To read Newbridge’s current written disclosure statement (the ADV), presenting the business operations, services, and fee structure please click here – (the ADV – Part II). Newbridge provides wealth consulting and investment management services to its clients. In order to provide investment management services, Newbridge is a Registered Investment Adviser (RIA) with the state of Pennsylvania. This website complies with Section 206 of the Investment Advisers Act of 1940 and Rule 206(4)-1 pertaining to said section. Newbridge will render individualized advice to persons residing in a particular state only after complying with the state’s regulatory requirements, or pursuant to qualifying for a state exemption or exclusion. Any subsequent, direct communication by Newbridge with a prospective client shall be conducted by a representative who is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Newbridge does not service persons as clients who reside outside the U.S., nor those persons who fall outside the jurisdiction of the company, unless they are temporarily residing outside the U.S. for various reasons. This website is not intended to solicit these persons.

The public access pages of this website provide general information about Newbridge and are not intended to offer investment or financial planning advice through the Internet. The publication of the website on the Internet should not be construed by any consumer or prospective client as a solicitation to effect, or attempt to effect, transactions in securities, or the rendering of personalized investment advice for compensation. The information is of a general nature and should not be applied indiscriminately to particular situations wherein it may not be completely applicable. Internet visitors should not act upon any information contained in this website without seeking the advice of a professional financial advisor. This site provides a medium for the visitor to read about our approach, to learn about our services, and to be able to contact us for further information. Newbridge takes no responsibility for the actions of individuals, corporations, or any other parties taken in response to the opinions, ideas, concepts, or other information contained at www.Newbridgewealth.com unless the information is provided specifically for an advisory or asset management client(s) with specific instructions to follow. Newbridge does not necessarily endorse nor agree with the content and information presented on sites linked to or framed within this website, or sites that we provide links to. The site visitor agrees not to alter the presentation, reproduce, retransmit, disseminate, sell, distribute, publish, broadcast, circulate or commercially exploit the information provided on our site in any manner without the express written consent of Newbridge; nor to use the information for any unlawful purpose.

Certain portions of Newbridge’s web site (i.e. newsletters, blog articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Newbridge’s (and those of other investment and non‐investment professionals) opinions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Newbridge, or from any other investment professional. Newbridge is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.

Each client and prospective client agrees, as a condition precedent to his/her/its access to Newbridge’s website, to release and hold harmless Newbridge, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Newbridge.

ACCESS TO THIS WEB SITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEB SITE OR ANY THIRD PARTY WEB SITE LINKED TO THIS WEBSITE.

Construction Phase

Setting the foundation: After you approve the blueprint, we work on your financial plan, a comprehensive document addressing needs such as cash flow, retirement, estate planning, income replacement, education funding, insurance, major purchases, and asset allocations.

Recommendations and final walk-through: We meet to review the solutions outlined in your financial plan. Once we agree, we move on to the production phase.

Production Phase

Implementation: We take the preliminary steps, such as transferring your accounts and restructuring your portfolios, as we begin implementing the recommendations in your plan.

Ongoing inspection: We meet on a regular schedule to review your plan and update it as necessary to address changes in your life.

Design Phase

Conversation: We meet with you to discuss your financial situation, your concerns, and your goals for the short and long term.

Data gathering: Working together, we gather all the documents and other information needed to create your financial blueprint, which we prepare for your approval.