Privacy Policy

Newbridge Wealth Management, LLC – Privacy Statement (January 2024)

Newbridge Wealth Management, LLC (NB) is committed to the confidentiality of all personal, non-public information it receives or comes across, regardless of the source.

Why We Collect Personal Information

We gather personal information so we can: (i) facilitate our ability to dispense advice, and (ii) comply with the laws and regulations that govern us. Our policy is to keep this information strictly safeguarded.

Disclosure

We will not disclose any personal or sensitive information about our clients, former clients, or prospective clients to any individual or entity. We do not request clients serve as references unless they have volunteered to do so. Moreover, we will not release information about our clients, former clients, or prospective clients unless one of two conditions is met:

We receive their prior written consent;
We are required by law to do so.

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.

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.