SteelBridge Private Wealth Advisors Information

In contrast to many wealth managers, we are not asset gatherers. SteelBridge Private Wealth Advisors is a multi-family office and our dedication to the multiple generations of the families we serve provides the necessary link or “bridge” from one generation to the next. We are managers of financial managers and each of our Senior Wealth Advisors is hands-on and personally accountable for all aspects of a client’s wealth management. There is no hand-off to junior staff. Due to the level of personal involvement --- and the required depth of client understanding being a true proxy voice demands --- SteelBridge Private Wealth Advisors only accepts a small group of exceptional clients who wish to define this type of advisory relationship.