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, Inc. provides discretionary and non‑discretionary portfolio management to individuals (including high‑net‑worth clients) and business entities, and the firm states it operates with no account minimum. It documents client goals and constraints in an Investment Policy Statement and conducts regular portfolio monitoring and reporting. The firm’s investment process combines fundamental, technical, cyclical analysis and modern portfolio theory and is implemented across both long‑term and active strategies, including options, margin transactions and short sales where appropriate. OBWI also allocates to a broad set of vehicles — including mutual funds, ETFs (including precious‑metal ETFs), real estate funds, commodities, private equity, hedge funds, venture capital and private placements — and may place client assets with third‑party managers for portions of portfolios. Noteworthy distinctions include principals’ outside roles as licensed insurance agents, accountants and registered representatives, which the firm discloses as potential conflicts when commissionable products are recommended alongside advisory services. OBWI also requires use of a specified custodian, maintains standing transfer authorizations that constitute limited custody arrangements, and has pre‑approval procedures for staff participation in IPOs/ICOs and limited offerings, practices that are less common among similarly sized peers.

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.