We have assembled a team of highly skilled and dedicated professionals that allows us to provide the breadth of wealth management services that clients desire – including investment management, financial planning and tax & estate planning.

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Founded by John Davis, Patrick Floreani and Robert Savin, WealthBridge is dedicated to providing clients with the highest level of unbiased personal service. This client-centric philosophy underpins the entire organization.

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In a dynamic economic environment, managing your investments can be quite complex. We can customize and manage a discretionary portfolio tailored to your specific investment objectives.

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As part of our integrated approach to wealth management, we offer tax and estate planning services that meet the complex needs of high net worth individuals and their families.

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Our secure client interfaces provide clients the ability to generate their statements and securely transmit their documents.

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Statement Portal Document Portal

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