Newbridge Wealth Management Employee Directory

Financial ServicesPennsylvania, United States2-10 Employees

Newbridge Wealth Management is a private financial counseling firm based in Berwyn, Pennsylvania, offering independent guidance to clients seeking financial direction. As a fiduciary and a fee-only advisor, the firm does not earn commissions, aiming to prevent conflicts that can arise when selling financial products.

The firm emphasizes a patient, disciplined approach to investment management intended to deliver value and confidence for clients' financial futures. It follows a process-driven financial planning method designed to clarify long-term goals and provide comfort through structured guidance. The organization seeks to incorporate technology to improve the efficiency and accessibility of information for clients.

Find Newbridge Wealth Management employees' phone numbers or email addresses

Newbridge Wealth Management Global Highlights

Location
Employees

North America
9

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  • United States Of America
    8
  • Canada
    1

Newbridge Wealth Management's Leadership

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    V. R. B.
    Managing Partner
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  • Stylized image of a person
    R. C. W.
    Managing Partner
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  • Stylized image of a person
    D. B.
    Team Leader
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    B. B.
    Senior Adviser
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    B. S.
    Consultant
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    M. J.
    New Development Associate
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    P. A.
    Deductible Mortgage Interest Facilitator
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Newbridge Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Banking
  • Other

Contact profiles from Newbridge Wealth Management

Name
Title
Contact Info
Location
Last Update
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    V. R. B.
    Managing Partner
    Phone icon
    United StatesMississippi
    May 30, 2026
  • Stylized image of a person
    R. C. W.
    Managing Partner
    Phone icon
    United StatesMississippi
    Mar 19, 2025
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    D. B.
    Team Leader
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    B. B.
    Senior Adviser
    Phone icon
    United StatesMassachusetts
    Apr 16, 2026
  • Stylized image of a person
    B. S.
    Consultant
    Phone icon
    Nov 16, 2025
  • Stylized image of a person
    M. J.
    New Development Associate
    Phone icon
    United StatesDistrict of Columbia
    Aug 11, 2025
  • Stylized image of a person
    P. A.
    Deductible Mortgage Interest Facilitator
    Phone icon
    CanadaOntario
    May 30, 2026

Frequently Asked Questions

What is Newbridge Wealth Management known for?

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Newbridge Wealth Management was founded in 2014 operates in the Financial Services industry. The company's main headquarters is located in 1000 Westlakes Drive Suite 130 Berwyn, Pennsylvania 19312 United States; you can contact the main corporate office by phone at . Explore Newbridge Wealth Management's company overview page for more information.

What is Newbridge Wealth Management's most common email format?

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Newbridge Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Newbridge Wealth Management email formats with LeadIQ.

How many employees does Newbridge Wealth Management have currently?

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Newbridge Wealth Management has approximately 3 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are Newbridge Wealth Management's key employees and leadership?

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As of April 2026, Newbridge Wealth Management's key employees include:

  • Managing Partner: V. R. B.
  • Managing Partner: R. C. W.
  • Team Leader: D. B.
  • Senior Adviser: B. B.
  • Consultant: B. S.

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