Making sense of your finances and devising a viable wealth management or financial plan now requires more time and effort in today's changing environment. You are likely to have many different - perhaps conflicting - financial goals. Deciding how to meet those goals requires careful planning, involving several important steps: evaluating where you are today; deciding where you want to be at some future date; devising a plan to achieve that goal and putting the plan into effect; and reviewing the plan regularly to see that it continues to meet your needs.
Wealth planning is essential to long-term financial success and helps to ensure a secure future. We provide a variety of products and services: individual retirement plans, insurance services, estate planning, saving for your children's education, planning for special needs and unforeseen circumstances, and even customized plans and services to help assess your financial needs. Whatever your situation, our financial planning services can help.
In implementing our wealth management program, your portfolio will be diversified and ultimately be constructed primarily using a mix of Stocks, Bonds, Mutual Funds, Options, ETF's, REIT'S and Alternative Investments. The asset allocation process consists of either selecting individual stocks and fixed income instruments or selecting Money Managers to manage each asset class. We are strictly independent in our evaluation of the proper securities for your account, with no bias toward proprietary products. Your portfolio will be entirely customized to meet your specific needs, goals, and objectives.
High Net Worth Investor Services
Newbridge Securities provides a full suite of innovative products designed to put institutional-quality investments within reach of private high net worth investors. We also offer access to private placements as well as the ability to invest in a full range of traditional investment products including fixed income products and access to sector money mangers and mutual funds.