New Bridge Wealth Management

Areas Of Expertise

Financial Planning

  • Cash flow planning and debt management
  • Budgeting and saving
  • Insurance policy review and needs analysis
  • College funding and expected family contribution (EFC) review
  • Financial coaching

Strategies For Executives

  • Employer stock option analysis
  • Tax minimization strategies
  • Medical & Retirement plan review and analysis
  • Human capital review and career coaching

Investment Management

  • Asset allocation
  • Risk evaluation
  • Portfolio management
  • Ongoing analysis

Retirement & Legacy Planning

  • Analysis and Design of optimal income distribution strategy in retirement
  • Social Security maximization strategies
  • Tax-efficient wealth transfer and gifting strategies

Strategies For Small Business Owners

  • Tax-efficient wealth transfer
  • Legacy planning
  • Business succession
  • Retirement plan setup and implementation
  • Depreciation benefits review
  • Employer cash flow analysis and tax minimization strategies

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.

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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.

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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.

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