A complete list of active advisors currently associated with Old Bridge Wealth, Inc.

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

Old Bridge Wealth serves individuals, high‑net‑worth individuals, and business entities, providing ongoing portfolio management, written investment policy statements, and referrals to third‑party investment managers. The firm manages accounts on a discretionary basis and implements client‑specific IPS guidance and allowable client‑imposed investment restrictions when necessary. OBWI applies multiple analysis methods — including fundamental, technical, cyclical analysis and modern portfolio theory — and pursues both long‑term and short‑term trading strategies. Its stated investment strategies extend to short sales, margin and options trading and to allocations in nontraditional vehicles such as private equity, hedge funds, venture capital, REITs, commodities and ETFs. Distinctive features for a small supported adviser include a requirement that clients custody assets at Schwab Institutional and disclosures that the firm may receive soft‑dollar research and other benefits from custodians. The brochure also discloses that firm principals engage in outside activities (including insurance sales and broker‑dealer registrations that can create commission conflicts) and notes a recent change in the firm’s chief compliance officer; OBWI describes policies and disclosures it uses to address those conflicts.

To learn more about the advisors currently working at Old Bridge Wealth, 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.