Newbridge Wealth Management is a private financial counseling firm located in Berwyn, PA. We serve as fiduciaries, acting in a professional capacity of competency 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. We utilize a process-driven approach to financial planning that provides comfort and clarity to our client’s long-term goals and we strive to integrate the latest technology solutions to ensure the most efficient delivery of information to our clients.
View Top Employees from Newbridge Wealth ManagementWebsite | http://www.newbridgewealth.com |
Revenue | $5 million |
Employees | 5 (5 on RocketReach) |
Founded | 2014 |
Address | 1000 Westlakes Dr Suite 130, Berwyn, Pennsylvania 19312, US |
Phone | (610) 727-3960 |
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Industry | Financial Services, Investment Banking, Investment Management, Finance, Retirement Planning, Executive Compensation, Education Planning |
Web Rank | 17 Million |
Keywords | New Bridge Financial Corporation |
SIC | SIC Code 874 Companies, SIC Code 87 Companies |
NAICS | NAICS Code 5611 Companies, NAICS Code 56 Companies, NAICS Code 561110 Companies, NAICS Code 56111 Companies, NAICS Code 561 Companies |
Looking for a particular Newbridge Wealth Management employee's phone or email?
The Newbridge Wealth Management annual revenue was $5 million in 2024.
Vincent Barbera is the Managing Partner of Newbridge Wealth Management.
5 people are employed at Newbridge Wealth Management.
Newbridge Wealth Management is based in Berwyn, Pennsylvania.
The NAICS codes for Newbridge Wealth Management are [5611, 56, 561110, 56111, 561].
The SIC codes for Newbridge Wealth Management are [874, 87].