Charlotte, NC Office

NobleBridge Wealth Management delivers discretionary and non-discretionary investment management, financial planning, retirement-plan consulting, and project-based or subscription planning services to individuals, high-net-worth families, trusts, estates, retirement plans, and charitable organizations. The firm discloses approximately $214.5 million in regulatory assets under management and offers access to third‑party money managers, separately managed accounts, and model portfolio services.

The firm’s investment process blends fundamental, technical, and quantitative analysis and deploys a range of strategies including a Core Equity model, ETF allocation, a Global Allocation overlay, and a rules‑based iQUANT Sector Rotation model that is rebalanced monthly and selects roughly fifteen positions. NobleBridge implements models both in‑house and through third‑party managers, discloses the use of backtested/hypothetical results for certain models, and notes that cash allocations may be sizable depending on market outlook.

Noteworthy differences from many peers include its affiliate insurance agency, NobleBridge Wealth Insurance Advisors, and advisors who may offer insurance products separate from advisory services, as well as a formal seminar and workshop program for client and plan education. The brochure also discloses use of derivatives and derivative‑based products (including options, futures, swaps, and leveraged/inverse ETFs) in some strategies and an explicit model/sub‑advisory offering to other registered advisers, features that are less common among similar team firms.