A complete list of active advisors currently associated with Chapel Bridge Wealth Advisors

Warmer can help you find a great advisor at Chapel Bridge Wealth Advisors or one who fits your needs even better.

Chapel Bridge Wealth Advisors provides investment advisory and wealth planning services primarily to high‑net‑worth and individual clients, and also serves charitable organizations and pooled/private equity funds. Its services include discretionary portfolio management, financial planning, family office and trustee-related services, and advisory services to a private fund. The firm tailors advice to each client’s objectives and offers both discretionary and non‑discretionary arrangements, with the option to delegate portions of accounts to sub‑advisers under contractual agreements. Its investment approach combines traditional equity and fixed‑income management with allocations to alternative and illiquid exposures—including private placements, PIPES, real estate, REITs, limited partnerships—and the active use of derivatives (options, futures and related instruments) within managed accounts. Noteworthy distinctions include acting as a private fund adviser and sponsor (the firm advises and its principals serve as general partners of a private fund, with carried interest disclosed) and serving pooled investment vehicle clients—features that are uncommon among supported peers. The firm also manages a relatively large amount of assets across a very small client base, typically requires a multimillion‑dollar account minimum (waivable), and may receive or share sub‑adviser fees, all of which create potential conflicts that are disclosed and subject to client approval.

To learn more about the advisors currently working at Chapel Bridge Wealth Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.