Vincent R. Barbera, CFP®, MSFSManaging Partner
Vincent Barbera is dedicated to helping families achieve a comfortable life. As a husband and father, he knows firsthand the financial pressures that parents face in choosing the right schools for their children, providing meaningful memories like summer camp and sports, and saving for their future college tuition—all the while making sure to put enough aside for their own retirement. As a financial advisor, Vincent thrives in helping families understand their options and make informed decisions to realize their dreams.
Before co-founding Newbridge Wealth Management, Vincent started his career at The Vanguard Group. Not only did he gain invaluable experience at the company, but he came to two realizations that shaped his future: First, investing must be low-cost for families to have the best opportunity for success. And second, investing should be just one part in a comprehensive financial plan that helps families meet their goals. After gaining additional experience at an independent advisory firm, he was fortunate enough to meet someone who shared his vision, and Newbridge Wealth Management was formed. Today, Vincent is thrilled to co-lead a firm emphasizing comprehensive financial planning, a fiduciary obligation to put clients’ best interests first, and technology tools that complement the firm’s holistic advice.Vincent makes his home in Valley Forge with his wife and three sons.
He loves to take his boys hiking, exploring places they have never seen before. Other favorite activities include enjoying coffee, watching science fiction movies on rainy days, enjoying more coffee, and spending time at the beach.
R. Christopher Wiegand, CFAManaging Partner
Chris Wiegand has had a lifelong interest in finance. He credits his parents for instilling the principles of earning what you keep, living within your means, and making sound investment decisions. At Bucknell University he knew a career in finance may be in store for him after reading Benjamin Graham’s The Intelligent Investor. Today, at Newbridge as a Chartered Financial Analyst (CFA), Chris is primarily responsible for investment management. He enjoys the tremendous challenge and responsibility of helping clients leverage their resources to make their dreams possible. And he is most gratified by the impactful, long-term relationships he has forged with people.
Outside of the office, Chris is first and foremost a family-oriented person. His wife and two children have first dibs on his personal time. He enjoys coaching his daughter’s basketball team and playing pick up roller hockey with his son and friends. The family is dedicated to giving back to the community through a variety of outreach efforts, including faith-based school programs and the Red Cross. His favorite pastimes include history, crossword puzzles, gardening and golf.
Thomas J. Bird, JD, LLM, CFP®Senior Advisor
Tom is a Certified Financial Planner and has been a licensed, practicing attorney for over 40 years. He began providing financial planning services in 2001 after a lengthy career as in-house counsel for a couple of large U.S. companies. Tom is a graduate of Georgetown University Law Center in Washington, DC. and has a Masters of Law in Taxation from Villanova Law School.
Tom currently provides a full range of estate planning services as an attorney and also provides comprehensive financial planning for a limited number of clients with these services including retirement planning, tax planning, insurance needs analysis, and investment planning and implementation. As a Pennsylvania Registered Investment Advisor Tom provides ongoing and continuous investment management for those clients who desire such services.
Tom and his wife have resided in Radnor, Pennsylvania since 1988. He and his wife love to travel but, more importantly, love to spend time with their two daughters, a pediatrician and an orthodontist/pediatric dentist, who live in North Carolina and their seven fantastic grandkids. When time permits Tom also plays golf, works in his yard and loves to follow his favorite teams on television.
Brian Boswell, CFP®Senior Advisor
Brian Boswell, CFP® is a subject matter expert on 529 savings plans and created his own company, 529 Expert, LLC, in 2017. At 529 Expert, LLC, he provides guidance to industry stakeholders concerning college savings product construction, distribution, and administration. For the last two years, Brian has been working as a financial planner for Commonwealth Financial Group out of Boston.
He has over two decades of experience in financial services and has specialized in 529’s in a variety of capacities since 2001. Brian is an active contributor at Forbes as an expert in college savings strategies. He worked at Savingforcollege.com as a college savings expert to consumers, served as Director of Advisor Distribution to Ascensus College Savings, the largest administrator of 529 savings and prepaid plans, and previously was Subject Matter Expert for educational savings research at Financial Research Corp (FRC). Brian authored numerous publications for FRC on the college savings marketplace, including Factors Driving 529 Plan Asset Growth, Opportunities in 529 Plan Contract Expirations, and 529 Plan Legislative Update and Outlook
Prior to joining FRC, Brian served as an investment analyst for The Ayco Company, LLC, an affiliate of Goldman Sachs & Co. and a wholly-owned subsidiary of The Goldman Sachs Group, Inc. In additional to his other analytical work in assessing mutual funds and providing Black-Scholes options valuations, Brian was tasked with figuring out, “what these new 529 things (were)?” and “if they’re any good?”
Brian has been quoted in leading publications including The Wall Street Journal, Reuters, Investor’s Business Daily, MarketWatch, BusinessWeek, Registered Rep, and Ignites, among others. Brian received two Bachelor of Science degrees from Rensselaer Polytechnic Institute. He is a father of triplets with significant higher education expenses in his future.