A complete list of active advisors currently associated with Wolfbridge Wealth
Warmer can help you find a great advisor at Wolfbridge Wealth or one who fits your needs even better.
Wolfbridge Wealth is a small advisory firm that provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and charitable organizations. It manages roughly $89 million in discretionary assets for a limited client base and also provides pension consulting and retirement-plan advisory services. The firm combines fundamental security analysis with technical and cyclical macroeconomic considerations, conducts primary research using issuer filings and other documentary sources, and implements ongoing portfolio monitoring while allowing clients to impose reasonable account restrictions. It serves as a fiduciary for retirement accounts, performs quarterly account reviews, and requires clients to custody assets with the firm’s recommended custodian. Firm leadership is active in producing educational content — including webinars and white papers through a financial-planning technology research council — and also maintains academic teaching roles, a feature the brochure highlights as part of the firm’s external activities. The firm additionally offers services that are less common among peers of its size, such as fee-based equity research, tax-return preparation under an affiliated d/b/a for existing clients, business valuation work, and specialized divorce-planning consulting.
To learn more about the advisors currently working at Wolfbridge Wealth, 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.
Name |
Location |
Years of experience |
|---|---|---|
Durham, NC
| 5
|
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