A complete list of active advisors currently associated with WealthBridge Capital Management, LLC
Warmer can help you find a great advisor at WealthBridge Capital Management, LLC or one who fits your needs even better.
WealthBridge Capital Management is an SEC‑registered advisory firm that serves individuals, high‑net‑worth clients, trusts and estates with comprehensive wealth management, financial planning and discretionary portfolio management. The firm also provides retirement‑account services and conducts divorce financial analysis under the practice name Novel Divorce Financial Solutions. The firm generally builds long‑term, tax‑aware portfolios using primarily low‑cost ETFs and mutual funds, while also employing individual stocks, bonds, the Schwab Institutional Intelligent Portfolios platform and unaffiliated independent managers as appropriate. WealthBridge combines fundamental, technical and cyclical analysis with internal due diligence and ongoing discretionary oversight, and it can accommodate client‑imposed investment restrictions and legacy positions. WealthBridge is notable for managing roughly $710 million of client assets with a small team and for offering 60–90 minute public educational seminars on budgeting, credit, student loans and retirement basics, a service less commonly provided by peer team firms. Advisors hold industry credentials (CFP, CIMA, CRPC) and some are licensed insurance professionals, and the firm discloses its custodial relationship with Schwab and the potential conflicts tied to insurance activities in its regulatory disclosures.
To learn more about the advisors currently working at WealthBridge Capital Management, LLC, 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.
You can also browse WealthBridge Capital Management, LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Westerville, OH
| 30
| |
Westerville, OH
| 25
| |
Englewood, FL
| 4
| |
Westerville, OH
| 9
| |
Westerville, OH
| 20
|
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