Harrisburg, PA Office

SevenBridge provides investment advisory and wealth management to individuals, high net worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. Its services include discretionary investment management, comprehensive financial planning, retirement plan advisory, business consulting, and donor-advised fund services via Schwab Charitable, with the firm also using sub‑advisors when appropriate.

The firm describes a core‑satellite, primarily long‑term approach and employs fundamental, technical, cyclical and behavioral analysis to construct portfolios using individual equities, fixed income, mutual funds, ETFs, options strategies (including puts, calls and collars), and, for some clients, alternative limited partnerships. SevenBridge acts as a fiduciary, performs ongoing due diligence and portfolio monitoring, and may introduce clients to lending solutions such as a Schwab Pledged Asset Line.

Notable about SevenBridge is its size of discretionary assets relative to its advisory team: as reported in its brochure it manages roughly $722 million on a discretionary basis with a compact team of three advisors, resulting in more than $200 million of AUM per advisor while servicing roughly 400 client relationships—an asset‑to‑advisor and client‑load profile that differs from many peers. The brochure also discloses participation on Schwab and Fidelity institutional platforms that provide in‑kind benefits, availability of donor‑advised fund management, use of third‑party proxy‑voting and class‑action recovery services, and customized use of options and alternatives in client portfolios.