ParkBridge Wealth Management (PWM) is an independent financial advisory and money management firm that provides comprehensive and personalized financial planning, investment management, and retirement planning solutions to our clients.
PWM serves as a fiduciary to our clients where we specialize in developing creative retirement saving strategies for high earners, managing the proceeds from the sale of a business or other major liquidity event, and generating tax efficient cash flow to meet a client’s income needs. Additionally, PWM prides itself in collaborating our client’s other trusted advisors to help facilitate and manage various tax, estate, and financial planning strategies.
PWM has extensive experience working with clients that have experienced a challenging life event including the dissolution of a family business, leaving a long-time employer, divorce, death of a spouse, or issues related to aging, chronic illness, or cognitive health. Often times, we serve as the financial point person in such situations to help the family hire the right team of advisors to get their investments and financial planning in order.
A strong proponent of giving objective advice, PWM doesn’t have any proprietary products to “sell” to our clients. Rather, we believe in giving holistic wealth planning guidance, which includes working with outside asset management firms to provide the most appropriate solution for our clients’ needs. Additionally, PWM’s prudent philosophy towards managing money includes not chasing the latest fad, exotic investment strategy, or exclusive deal that may sour. We believe our judicious approach towards managing risk helps clients’ portfolios withstand the test of time for the benefit of their beneficiaries and future generations.
Company Details
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- This Question Check Out Latest Article In The Jewish Press Entitled "how To Manage A Financial Windfall."
- Industry
- Investment Management
- NAICS
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Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
Parkbridge Wealth Management Questions
Parkbridge Wealth Management's website is https://www.ParkBridgeWealth.com/
Parkbridge Wealth Management's LinkedIn profile is https://www.linkedin.com/company/parkbridge-wealth-management
Parkbridge Wealth Management's industry is
Investment Management
Parkbridge Wealth Management's top competitors are
Oppenheimer & Co. Inc.,
Merrill Lynch,
Parkbridge,
Masamerica Ltd,
Legacy Retirement Advisors, Inc.,
Troutman Pepper Locke Llp,
Jva Accountants & Advisors,
Freedom Capital Markets,
Releone,
Saleface.
Parkbridge Wealth Management's categories are Investment Management
Parkbridge Wealth Management's founding year is 2022
