A complete list of active advisors currently associated with Three Bridge Wealth Advisors

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

Three Bridge Wealth Advisors provides wealth management and financial planning to individuals — including high‑net‑worth clients — as well as trusts, retirement plans and business entities. Its services include discretionary portfolio management, tailored financial planning and the selection and ongoing oversight of independent third‑party money managers. The firm emphasizes continuous account supervision with at least quarterly reviews and periodic rebalancing, using portfolios made up of ETFs, mutual funds, individual securities, REITs and, for qualified clients, private fund and private placement investments. Three Bridge may recommend long‑ and short‑term strategies as appropriate to client objectives and monitors third‑party managers to align strategies and target allocations with client goals. Three Bridge is notable for managing just over $1 billion in client assets while serving a relatively small client base, resulting in an unusually high AUM per advisor compared with peers. The firm also discloses a prior enforcement matter: a 2019 SEC settlement addressing proxy voting without authority that included a $60,000 civil penalty and a cease‑and‑desist order, and its current practice is not to vote proxies on clients’ behalf; some advisory personnel are also licensed broker‑dealers and insurance agents, though the firm states it does not engage in commissionable sales with advisory clients.

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