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 provides discretionary wealth management and comprehensive financial planning to individuals, high-net-worth clients, trusts and estates, integrating portfolio management with retirement and estate-planning advice. The firm reports roughly $710 million in discretionary assets across about 457 client relationships managed by a four-advisor team. The firm’s investment approach is primarily long-term and discretionary, constructing diversified portfolios that rely largely on low‑cost ETFs and mutual funds while applying fundamental, technical and cyclical analysis. WealthBridge also employs managed solutions—including the Schwab Institutional Intelligent Portfolios platform and select unaffiliated independent managers—and integrates periodic rebalancing and tax-aware decisions into client plans. Distinctive features include a program of public educational seminars on budgeting, credit, student‑loan management and retirement basics, a capability that is uncommon among peer team firms and is offered for modest per‑attendee fees. The brochure also discloses that the firm will sometimes retain legacy mutual fund share classes on in‑kind transfers and that some advisory personnel are licensed to sell insurance and may receive commission income for those sales, a potential conflict the firm identifies and manages.

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.