Old Bridge Private Wealth provides thoughtful advice and guidance to our cherished clients throughout their financial lives.
With 60 years combined experience in the financial services industry from our two founding advisors, we pride ourselves on working together being the “family” financial advisor with our clients and their families. We are humbled every time the children of our beloved clients ask us to continue to serve as the advisor for their own family and for their parents’ legacy we helped create.
We remain steadfast in our mission and our pledge to our clients. We will walk with you, side by side through the many stages of your life. We can empower you with more confidence by identifying your most important dreams and aspirations, and through prudent proactive analysis, we can create a plan to achieve those goals. In essence, we can create the “bridge”, connecting your vision to your reality. Lastly, we can provide to you more peace of mind knowing that it is not the destination nor the journey that is most important, but rather the company with whom you take that journey.
We are thankful for our clients who have bestowed trust and confidence in our practice for many years, and for allowing “our Family to Serve Yours”.