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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

  • Stylized image of a person
    B. S.
    Consultant
  • Stylized image of a person
    P. A.
    Deductible Mortgage Interest Facilitator

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
Location
Last Update
  • Stylized image of a person
    B. S.
    Consultant
    Nov 16, 2025
  • Stylized image of a person
    P. A.
    Deductible Mortgage Interest Facilitator
    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; 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 July 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 July 2026, Newbridge Wealth Management's key employees include:

  • Consultant: B. S.
  • Deductible Mortgage Interest Facilitator: P. A.

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