579 Executive Campus Drive
Our Primary Purpose
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
Choose WealthBridge because you want a trusted relationship with a committed team that works with you to manage your entire financial life—for one, all-inclusive asset-based fee.
Your ideal retirement is more than a dream at WealthBridge Capital Management. It’s an achievable goal. Our uniquely comprehensive methodology includes all the tools and guidance you need to retire with confidence that your wealth will last throughout your lifetime and beyond. We offer you a straightforward approach, transparent fees, and unbiased advice.
We concentrate on active partnerships with investors age 50 and up. Our proprietary Wealthspan Analysis aligns your complete financial life in support of your ideal retirement. On an on-going basis, you receive help with organization, education, planning, and investment.
Generating adequate cash flow in retirement requires specialized focus. This includes strategic management of the different returns you receive, as well as attentiveness to tax efficiencies and readiness for times of market volatility.
Using proven financial strategies and customized technologies, we diligently manage a personalized portfolio supporting your retirement vision. Your portfolio is strategically adjusted weekly if needed, and rebalanced quarterly.