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