A complete list of active advisors currently associated with Kingsbridge Wealth Management, Inc.

Warmer can help you find a great advisor at Kingsbridge Wealth Management, Inc. or one who fits your needs even better.

Kingsbridge Wealth Management, Inc. advises individuals, trusts, estates, charitable organizations, corporations and other entities through discretionary separately managed accounts and financial planning engagements. The firm serves a relatively small client base with a high average account size and generally requires multimillion-dollar assets for managed-account relationships, and it also offers concierge services such as bill-pay assistance and access to a StoneCastle FICA cash management program. KWM’s portfolio management emphasizes systematic asset-allocation and broad global diversification, using indexed exposures, ETFs, individual bonds evaluated for credit and maturity characteristics, and occasional third‑party managers; portfolios are monitored for tracking error, tax basis and rebalanced at least quarterly. The firm states it may use algorithms to construct index-tracking allocations and incorporates tax-efficiency considerations for taxable accounts. What distinguishes KWM from many peers is its role in sponsoring and syndicating private funds through affiliated entities: in mid-2025 it established Kingsbridge Investment Partners, LLC to segregate private-fund activity and KWM remains under common ownership with several fund-related entities that serve as general partners or fund managers. Because of these affiliations, KWM may recommend affiliated private funds to eligible clients (and receives administrative/referral allocations) but discloses a material financial interest and says it will not exercise discretionary authority over whether clients invest in those affiliated funds and takes steps to mitigate related conflicts.

To learn more about the advisors currently working at Kingsbridge Wealth Management, Inc., 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.