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North Caldwell, NJ Office

Team
Updated today

Client AUM

$214,003,235

Clients

372

Advisors

3

Of 6 advisors across 4 offices

Location

North Caldwell NJ

Advisors at this office

3

Advisors at this office

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Corey F

Series 66

North Caldwell, NJ

NobleBridge Wealth

Corey Franco is a financial advisor at NobleBridge Wealth with 26 years of industry experience and holds a Series 66 designation. He has worked at several firms including Herbert J Sims & Co Inc and various NobleBridge entities since 2012. Outside of his advisory role, he is a managing member and founder of an insurance agency and serves as a volunteer on the board of trustees for the Grover Cleveland Park Conservancy. NobleBridge Wealth Management serves individuals, high-net-worth clients, trusts, and retirement plans, offering portfolio management, financial planning, and tax-planning services. The firm employs a model-driven investment approach combining strategic core allocations with active tactical overlays and uses both quantitative and qualitative methods to select managers.

College savings (529s, UTMA, etc.) Tax strategies for small businesses Retirement income strategy Wealth management Private / alternative investments Founder/Business Owner Retired
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Amos W

CFP®, CFA®

North Caldwell, NJ

NobleBridge Wealth

Amos Warren is a CFP® and CFA® with five years of industry experience. He is currently with NobleBridge Wealth and previously worked at Wealth Enhancement Group, M&R Capital Management, Dumont & Blake Investment Advisors, and Altius Capital Partners. NobleBridge Wealth Management serves individuals, high-net-worth clients, trusts, and retirement plans by providing portfolio management, financial planning, retirement-plan consulting, and tax-planning services. The firm combines strategic core allocations with active tactical overlays and uses both quantitative and qualitative methods to select managers.

College savings (529s, UTMA, etc.) Tax strategies for small businesses Retirement income strategy Wealth management Private / alternative investments Founder/Business Owner Retired
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Martin H

Series 63, Series 66

North Caldwell, NJ

NobleBridge Wealth

Martin Herrmann is a financial advisor at NobleBridge Wealth with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including The Cash Edge, where he serves as President overseeing mergers and acquisitions of advisors, Millington Securities, Hanlon Investment Management, Northern Lights Distributors, and FSC Securities Corporation. He dedicates a small portion of his time to prospecting advisors for mergers and acquisitions outside of securities trading hours. NobleBridge Wealth Management serves individuals, high-net-worth clients, trusts, and retirement plans by offering portfolio management, financial planning, retirement-plan consulting, and tax-planning services. The firm uses a combination of strategic core allocation, active tactical overlays, and model-driven tools, with a focus on both quantitative and qualitative manager selection.

College savings (529s, UTMA, etc.) Tax strategies for small businesses Retirement income strategy Wealth management Private / alternative investments Founder/Business Owner Retired
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