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Newbridge Wealth Management

Headquartered in BERWYN, PA

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Firm Information

Newbridge Wealth Management is a registered investment advisor based in Bryn Mawr, Pennsylvania, with approximately $160 million in regulatory assets under management. The firm provides financial planning and portfolio management services to high-net-worth individuals, individuals other than high-net-worth, and pooled investment vehicles. They also offer selection of other advisors.

Newbridge Wealth Management

859 W. LANCASTER AVENUE

BRYN MAWR, PA 19010

$160.00M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (3)

NEWBRIDGE WEALTH MANAGEMENT has a total of 3 branch locations across the country.
location

BERWYN, PA

location

BRYN MAWR, PA

location

Malden, MA

Advisors at Newbridge Wealth Management

View All 3 Advisors
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R. christopher Wiegand

CFA®, RA

BERWYN, PA

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Vincent Roy Barbera

CFP®, RA

BERWYN, PA

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Brian Merritt Boswell

CFP®, RA

Malden, MA

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Disclosures

There are no public disclosures for Newbridge Wealth Management.

Frequently Asked Questions (9)

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