North Caldwell, NJ Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
NobleBridge Wealth
Team
Firm-wide stats for NobleBridge Wealth
About
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.
Based on NobleBridge Wealth
Expertise
Based on NobleBridge Wealth
Location
North Caldwell NJ
Advisors at this office
3
Advisors at this office
Corey F
Series 66
North Caldwell, NJ
NobleBridge Wealth
Corey Franco is a financial advisor with NobleBridge Wealth, holding a Series 66 designation and 27 years of industry experience. He is the managing member and founder of NobleBridge Wealth Insurance Advisors, an insurance agency affiliated with his firm. Since 2022, he has served as a volunteer board member for the Grover Cleveland Park Conservancy. NobleBridge Wealth Management provides investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth families, trusts, estates, retirement plans, and charitable organizations. The firm utilizes a range of investment strategies blending fundamental, technical, and quantitative analysis, and offers access to third-party money managers and model portfolios.
Amos W
CFP®, CFA®
North Caldwell, NJ
NobleBridge Wealth
Amos Warren is a CFP® and CFA® with five years of experience in the financial industry. He is currently with NobleBridge Wealth and has previously worked at Wealth Enhancement Group, M&R Capital Management, Dumont & Blake Investment Advisors, and Altius Capital Partners. NobleBridge Wealth Management provides 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 employs a blended investment process using fundamental, technical, and quantitative analysis across various strategies, including proprietary and third-party managed models.
Martin H
Series 63, Series 66
North Caldwell, NJ
NobleBridge Wealth
Martin Herrmann is a financial advisor with NobleBridge Wealth, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at several firms including The Cash Edge, where he is president of a separate non-investment business focused on mergers and acquisitions of advisors. NobleBridge Wealth Management provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting services to individuals, families, trusts, estates, retirement plans, and charitable organizations. The firm uses a combined fundamental, technical, and quantitative investment approach, offering multiple strategies and model portfolios implemented in-house and through third-party managers.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)