Partnering with the Best for Your Financial Success

Wealth Management Services: Your Path to Financial Success

At Newbridge, we offer comprehensive wealth management services tailored to your unique financial goals. Our team of experienced professionals is dedicated to helping you achieve financial success and security.

Personalized investment strategies to grow your wealth.

Expert guidance for retirement planning and income strategies.

Tax harvesting strategies to optimize your investment returns.

Concerned About the Next Market Crash?

Don’t let market volatility catch you off guard! Discover how to safeguard your investments with our expert strategies and insights. Click here to learn if you’re at risk of losing big in the next market downturn and what you can do today to protect your financial future.

Safeguard Your Investments with Insurance & Account Protection Services

At Newbridge, we understand the importance of protecting your investments. That's why we offer a range of insurance and account protection services to ensure your financial security.

Account Protection

Comprehensive coverage for your investment accounts, including protection against fraud and unauthorized transactions

Safeguarding your assets from market downturns or economic instability through certain annuity instruments

Wealth Preservation

Estate planning strategies to minimize taxes and preserve wealth

Trust and fiduciary services for seamless wealth transfer

Secure Your Future with Personalized Retirement Strategies

At Newbridge, we understand the importance of retirement planning for your future financial security. Our team of experts will work closely with you to develop personalized investment strategies that align with your goals and aspirations.

Why Choose Us?

Expert Guidance: Our experienced advisors will provide you with the guidance you need.

Our Approach

Personalized Strategies: We tailor our investment strategies to your unique needs and goals.


Optimize Your Investments with Tax Harvesting

Tax Harvesting is a strategy that involves selling securities at a loss to offset capital gains and reduce tax liability. By strategically harvesting losses, investors can minimize their tax burden and potentially increase their after-tax returns.

Reduce Taxes

Offset capital gains and potentially increase after-tax returns with Tax Harvesting.

Minimize Risk

Diversify your portfolio and protect against market downturns with Tax Harvesting strategies.

Unlock Your Potential: Investment Banking and Advisory Services

At Newbridge, we offer comprehensive investment banking and advisory services that empower companies to raise capital. With our unique blend of resources, experience, and personalized attention, we provide the optimal solution for your capital raising needs.


Our team combines the resources and experience of larger investment banks with boutique-level focus.


We have balanced institutional and private client distribution capabilities for optimal capital execution.

Real People, Real Results with Newbridge!

Client Experiences That Speak for Themselves

"The entire Newbridge team has been awesome. They are knowledgeable, responsive, and they have a wide diversity of products they offer. They are very much aligned with what your personal goals are and can customize your approach for the many different services that they offer. I feel confident in trusting Newbridge with my portfolio and helping to grow it to where I wanted to go. I would absolutely suggest this firm to my family and friends."

Client - Jason

"Yes. Ms. Janine Talley is my advisor, helpful, educational and supportive. I feel the whole staff contributes."

Client - William

"My advisor takes the time to explain everything in terms that I can understand and shows me all the options available before I make a decision."

Client - Otto

"I am very happy to share my experience with Newbridge Securities and their exceptional team. Camilo Quintero, my financial advisor, has been an absolute pleasure to work with. He and his team took the time to understand my financial goals and created a personalized investment strategy that aligns perfectly with my needs. The team has been very responsive and always available to answer any questions or concerns I may have. I highly recommend Newbridge Securities to anyone looking for reliable and trustworthy financial planning services. A big thank you to Newbridge for providing me with peace of mind and a bright financial future."

Client - Ronald

"I consider my relationship with my advisor team an 'opportunity'! I am excited to work with them every day and have shared my privilege with people I would never have before. I have hand-walked new clients over and plan on continuing to share with other friends 'the opportunity'. I trust them and am rewarded with excellent results and care!"

Client - Penny

"I'm so happy that I made the decision to switch my accounts to Sherrie at Newbridge Securities. She not only has complete knowledge of the market and its trends, but she has the ability to relay information and potential strategies in a manner that is easy to understand yet comprehensive."

Client - Daivery

We're committed to serving you

Get in touch

How can we assist you today? Let us know what services you are interested in.
1200 North Federal Highway
Suite 400
Boca Raton, Florida, 33432
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