Three Bridge Wealth Advisors
Financial Services
Los Altos, California, United States
10 employees
- Employees
- 10
- Contacts
- 3
- Emails
- 3
- Phones
- 2
Three Bridge Wealth Advisors Overview
- Headquarters
- Los Altos, California, United States
- Phone Number
- Available in AeroLeads
- Website
- threebridgewa.com
- Industry
- Financial Services
- Employees
- 10
- Founded
- 2009
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Three Bridge Wealth Advisors
When approached properly, one's wealth and values are aligned. We refer to this as a life well lived. With unsurpassed service and industry knowledge, we craft comprehensive solutions that advance the values of our clients and their families. We work with a limited number of individuals and families to ensure we understand your specific family dynamics, your values, your goals. An experienced team of industry experts, we design fully integrated solutions tailored to our clients' needs and interests. As an independent firm, we offer access to unbiased, best-of-breed partners and professional service providers, delivering what is right and what is best for you.
Three Bridge Wealth Advisors Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 2
- 50.0% coverage
Three Bridge Wealth Advisors Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Eric Thurber | Co-founder and Managing Director | San Francisco, California, United States |
Email
Phone
|
| Brett Sharkey | Portola Valley, California, United States |
Email
Phone
|
|
| William Hains | Director at Three Bridge Wealth | San Francisco, California, United States |
Email
|
| Richard Cheever, Cfa, Caia | Director, Investment Strategy |
View
|
Employees by Management Level
Director
3 profiles
Manager
2 profiles
Executive
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 3 | 3 | 1 |
| General | 1 | 1 | 1 |
| Operations | 1 | 1 | 0 |
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