Wealthbridge Partners is an independent wealth management network established in 1999 with the goal of balancing the freedom of an independent advisor with the value proposition of a strong network. Our mission with advisors is the same as with clients: “we do what we say we will do” by providing immediate, personalized succession and continuity plans for your business. Our commitment to this mission is defined by three core principles:
| Flexible Structure |
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- Autonomy that allows advisors to develop their practice and serve their clients as they desire
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- A continuity philosophy called Wealthbridge 123 that provides simplicity and immediacy based on your desired exit strategy
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- A personalized financial life plan that provides business succession plans that are designed to offer protection and flexibility
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Advisors are confident that they are engaging with a firm that is aligned with their interests
| Dynamic Capabilities and Experience |
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- Transition support, specialized technology solutions, and back office infrastructure allows advisors to focus on serving their clients and growing their business
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- The freedom and flexibility to select products and solutions without external influences
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- A turn-key client-driven service model centered on practical communications and clear expectations
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Advisors have peace of mind knowing they have the resources and structure to serve clients at a high level
| Commitment To Excellence |
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- Highly responsive and accessible staff holds itself accountable to high standards of excellence
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- Scale and technology that allows for increased proactive communications between you and your client that helps to build a customized outreach experience that fits your needs
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- Independence and the fiduciary standard of an RIA provides clients with a sense of comfort
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Advisors/Clients are more connected and informed, which can lead to personal and professional growth
