Newbridge Wealth Management Employee Directory

Financial ServicesPennsylvania, United States2-10 Employees

Newbridge Wealth Management is a private financial counseling firm located in Berwyn, PA. We serve as fiduciaries, acting in a professional capacity of competency and trust while delivering counsel to our clients. As a fee-only firm we do not receive sales commissions, precluding the inherent and well-documented conflict of interest in dispensing financial advice and selling financial product as one. We believe in a patient, disciplined approach to investment management that delivers value and peace of mind. We utilize a process-driven approach to financial planning that provides comfort and clarity to our client’s long-term goals and we strive to integrate the latest technology solutions to ensure the most efficient delivery of information to our clients.

Find Newbridge Wealth Management employees' phone numbers or email addresses

Newbridge Wealth Management Global Highlights

Location
Employees

North America
8

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  • United States Of America
    7
  • Canada
    1

Newbridge Wealth Management's Leadership

  • Stylized image of a person
    V. R. B.
    Managing Partner
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  • Stylized image of a person
    R. C. W.
    Managing Partner
    Phone icon
  • Stylized image of a person
    D. B.
    Team Leader
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  • Stylized image of a person
    B. S.
    Consultant
    Phone icon
  • Stylized image of a person
    M. J.
    New Development Associate
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  • Stylized image of a person
    P. A.
    Deductible Mortgage Interest Facilitator
    Phone icon

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
  • Stylized image of a person
    V. R. B.
    Managing Partner
    Phone icon
    United StatesMississippi
    Dec 02, 2025
  • Stylized image of a person
    R. C. W.
    Managing Partner
    Phone icon
    United StatesMississippi
    Dec 02, 2025
  • Stylized image of a person
    D. B.
    Team Leader
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • 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
    Feb 18, 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 February 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 February 2026, Newbridge Wealth Management's key employees include:

  • Managing Partner: V. R. B.
  • Managing Partner: R. C. W.
  • Team Leader: D. B.
  • Consultant: B. S.
  • New Development Associate: M. J.

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