Northbridge Wealth Management LLC

Northbridge Wealth Management LLC provides investment advisory and financial planning services aimed at individuals and high‑net‑worth individuals, offering ongoing portfolio management tailored to each client’s objectives, risk tolerance, and time horizon. The firm is compensated primarily through asset‑based fees and, where applicable, fixed fees, and it does not accept commissions for the sale of securities.

Investment recommendations are driven by fundamental analysis and a long‑term, asset‑allocation approach that uses ETFs, equities, and other marketable securities; accounts are typically managed on a discretionary basis with ongoing monitoring and at least annual formal reviews. The brochure highlights standard risk disclosures about loss of principal and the firm’s use of custodians to hold client assets, with clients free to select custodians and retain proxy voting responsibility.

Distinctive features include its recent formation and reporting of $0 in regulatory assets under management at the time of filing, indicating a startup, single‑principal practice. The firm discloses outside business activities — including ownership interests in rental real estate entities and other small businesses — and says these activities are monitored and disclosed as potential conflicts, while also noting it does not maintain custody of client assets and does not vote client proxies.