GoalBridge Wealth Management, LLC

GoalBridge Wealth Management provides discretionary and non‑discretionary portfolio management and financial planning services to individual and high‑net‑worth clients. The firm documents client goals and risk tolerances in an Investment Policy Statement and bills on an asset‑based (percentage‑of‑AUM) basis.

The firm’s investment process emphasizes long‑term trading informed by multiple methods of analysis — including cyclical, fundamental, modern portfolio theory, quantitative and technical approaches — and it tailors model portfolios to each client’s time horizon and risk profile. GoalBridge states it seeks to fulfill its fiduciary duties, formalizes risk tolerance in each client’s IPS, and performs quarterly account reviews conducted by the firm’s sole managing member.

Distinctive elements disclosed in the Form ADV include that GoalBridge manages all client assets internally (it does not select third‑party advisers) and operates with a single management person while overseeing roughly $70 million for about 117 clients, a relatively concentrated advisor‑to‑AUM structure. The brochure also notes participation in Charles Schwab’s institutional advisor program, a written Code of Ethics, and an operational choice not to aggregate (block) trades across multiple client accounts—factors that can influence execution, reporting, and potential conflicts of interest.