Newbridge Wealth Management
About
Newbridge Wealth Management is a private financial counseling firm located in Berwyn, PA. We serve as fiduciaries, acting in a professional capacity of competence and trust while delivering counsel to our clients. As a fee-only firm we do not receive sales commissions, precluding the inherent and well-documented conflict of interest in dispensing financial advice and selling financial product as one. We believe in a patient, disciplined approach to investment management that delivers value and peace of mind.
I love being about to help my clients reach their goals and I aim to be a true partner in their financial lives.
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Frequently asked questions
What is your typical process for working with a new customer?
A complementary initial consultation to identify an individual's pain points and broader goals. After this is identified, we work to implement this plan over a long-term relationship.
What education and/or training do you have that relates to your work?
B.S. Psychology
M.S. Financial Services
Certified Financial Planner
Do you have a standard pricing system for your services? If so, please share the details here.
It depends on the individual.
How did you get started in this business?
I started my career at the Vanguard Group.
What types of customers have you worked with?
I work with middle career executives, entrepreneurs or individuals about to retire or who have just retired.