Why Advisors Choose Us...
Why Advisors Choose Us…

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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Advisors are confident that they are engaging with a firm that is aligned with their interests
Dynamic Capabilities and Experience |
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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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Advisors/Clients are more connected and informed, which can lead to personal and professional growth
The Wealthbridge Advisor Network Experience
- We provide flexible buy-out/transition options for advisors looking to retire from their practice with the goal of a stress-free retirement.
- A proven track record of partnership for continuity planning to protect an advisor, their family and their clients.
- Partnership options through succession planning for an advisor, achieving their goals and providing ongoing service for their clients.