BRIDGING TO NEW POSSIBILITIES

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HELPING YOU FORGE

A NEW PATH

Our clients come to us because they are contemplating a new direction, facing unexpected adversity, or just needing reassurance about the next phase of their lives. They are considering new possibilities, and they need the help of a financial professional to understand how they can make those possibilities a reality.

We help individuals and families assess their resources, zero in on what is most important to them, and arrive at prudent decisions. When you work with us, we analyze your current financial situation and determine how it can be leveraged to make your dreams possible. We model for you the parallel paths of your life five years from now—what it could look like if you stay on your current path and what it may look like if you reach for something different. We help you understand the financial trade-offs for each scenario so you can make an informed decision about the path you take. And once you choose—whatever you choose—we work alongside you to help you realize your goals.

Newbridge Wealth Management is a fee-only Registered Investment Advisory (RIA) firm in Berwyn, Pennsylvania. As an RIA firm, we take our role as fiduciaries seriously: Your best interests are at the heart of the work we do with you. Our wealth managers have four decades of combined experience meeting clients’ financial and investments goals. We join our expertise with our fiduciary role to serve as your advocate.

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OUR CLIENTS

Our clients want reassurance their finances will enable them to walk a new path. Perhaps now more than ever, they need a professional adviser to make sure that each area of their finances—from basic cash flow review to sophisticated estate plans—connects into a cohesive plan to achieve their goals. Although our clients have varied life situations, we have particular expertise working with:

INDIVIDUALS AND FAMILIES EXPERIENCING LIFE CHANGES

You know the saying “the best-laid plans.” Something is different or will be different in the near future for you. We help you determine the benefits and challenges of what lies ahead and help create a detailed plan that best fits you and your family.

EXECUTIVES CONSIDERING CHANGE

You’ve enjoyed a fulfilling career and financial success, but you may be feeling a bit stuck. We work with you to determine your options, accounting for your executive benefits and other income sources, so you can feel confident turning the wheel.

WOMEN IN TRANSITION

Breadwinner or not, financially savvy or not, it can be jarring for any woman to experience a separation from their spouse. We take the time to understand where you are now, help you determine where you want to be, and then put a financial plan in place to get you there.

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WHAT MAKES US DIFFERENT

COACHES AND CONFIDANTS

Our clients are real people with unique concerns, and we help them address those concerns head on. We ask them to be introspective and honest with us, and in return we pledge all measures of professionalism—objectivity, privacy, integrity, original thought and competency.

A FOCUS ON THE LONG TERM … AND THE SHORT TERM

Our clients are planning for long-range goals, and our alliance with them is designed to last, but the end point is composed of smaller segments. A 20-year outlook can also be viewed as four 5-year outlooks. We recognize that circumstances can change, plans can change and sometimes you need to adjust on the fly. This reality pervades every aspect of our counseling.

MANAGING THE DETAILS

Our clients appreciate being able to turn over the details to us. They find peace of mind in giving the day-to-day handling of their finances and investments to someone they trust and who has the expertise to make sure all those details work in concert with each other.

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THE PROCESS

DESIGN PHASE

PRODUCTION PHASE

CONSTRUCTION PHASE

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Conversation: We meet with you to discuss your financial situation, your concerns, and your goals for the short and long term.

Implementation: We take the preliminary steps, such as transferring your accounts and restructuring your portfolios, as we begin implementing the recommendations in your plan.

Setting the foundation: After you approve the blueprint, we work on your financial plan, a comprehensive document addressing needs such as cash flow, retirement, estate planning, income replacement, education funding, insurance, major purchases, and asset allocations.

Data gathering: Working together, we gather all the documents and other information needed to create your financial blueprint, which we prepare for your approval.

Ongoing inspection: We meet on a regular schedule to review your plan and update it as necessary to address changes in your life.

Recommendations and final walk-through: We meet to review the solutions outlined in your financial plan. Once we agree, we move on to the production phase.

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FINANCIAL PLANNING

  Cash flow planning and debt management

  Budgeting and saving

  Insurance policy review and needs analysis

  College funding and expected family contribution (EFC) review

  Financial coaching

STRATEGIES FOR SMALL BUSINESS OWNERS

  Benefit plan maximization

  Employer cash flow analysis

  Tax minimization strategies

  Depreciation benefits review

  Retirement plan setup and implementation

STRATEGIES FOR EXECUTIVES

  Benefit plan maximization

  Employer stock option analysis

  Tax minimization strategies

  Human capital review and career coaching

INVESTMENT MANAGEMENT

  Asset allocation

  Risk evaluation

  Portfolio management

  Ongoing analysis

RETIREMENT PLANNING

  Analysis of income needs in retirement

  Social Security maximization strategies

ESTATE PLANNING

  Tax-efficient wealth transfer

  Legacy planning

  Business succession

AREAS OF EXPERTISE

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partners@newbridgewealth.com 610.727.3960

www.newbridgewealth.com

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.