Customized portfolios designed to meet your specific needs
Say goodbye to generic, one-size-fits-all solutions. Unlike our competitors, we design individualized portfolios for each and every client. By valuing the distinct needs of each client, we ensure that no two portfolios are alike.
NO TWO CLIENTS ARE ALIKE
Custom portfolios designed to meet your needs
We wave our fees!
For a limited-time only, we are waiving our fees on investments over a certain amount.
Steve K.
Age 80
Focus on immediate income generation and capital preservation
Shorter-term investments
Ladder strategies
Ensure liquidity and stability
Weight portfolios differently
Janet P.
Age 60
Longer time horizon
Focus on growth-oriented investments
Moderate risk management
Staggered maturity dates
3 months
with no fees
Initial investment of $100K or more.
5 months
with no fees
Initial investment of $500K or more.
7 months
with no fees
Initial investment of over a million dollars or more.
Our services
We consider asset mix, investment strategies, downside risk, tax liabilities, estate planning, and legacy management. Our deep dive into your financial planning helps us create the optimal mix of assets and strategies to maximize gains, minimize risk, and reduce taxes.
Income
We offer diverse income services, including bonds, fixed-income securities, life insurance policies, annuities (both fixed and variable), and unit investment trusts, expertly tailored to meet individual financial goals.
Downside protection
We evaluate and identify the best tools and strategies to help protect against downside market risk to better protect your asset base, while optimizing growth and income.
Growth
We provide diverse investment opportunities, including individual stocks, Exchange-Traded Funds (ETFs), mutual funds, options, and closed-end funds, offering expert guidance to assist clients in making confident and informed investment decisions.
Preservation
We offer comprehensive solutions, including disability insurance for income protection, long-term care coverage for various care needs, guidance on buy-sell agreements to protect business interests, assistance with estate planning for the seamless administration of financial matters, and support in navigating the complex realm of college funding through tailored options such as a 529 plan.
Wealth and asset
management
At Newbridge Financial, we specialize in investment banking, offer a range of alternative investments, provide effective cash management solutions, deliver comprehensive wealth management services tailored for your unique needs, and offer expert assistance in retirement planning to help you achieve your financial goals.
At other firms, a 60-year-old and an 80-year-old with a moderate risk profile may receive identical portfolios.
At Newbridge Financial, we tailor each portfolio to the individual, ensuring a custom fit rather than a one-size-fits-all approach in wealth management.
Our approach to portfolio customization involves…
Nuanced risk assessment
Understanding that risk tolerance varies significantly with life stages, goals, and personal circumstances.
Strategic asset allocation
Carefully weighing the portfolio’s components to align with individual timelines and financial objectives.
Diverse investment horizons
Crafting a mix of short, medium, and long-term investments to optimize returns and manage risks.
Dynamic laddering strategies
Implementing ladders of durations in bonds and other investments for flexibility and market adaptability.
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Give us a call or fill out our form to get started and an advisor will reach out to you shortly.
AGREEMENT FOR FUTURE CONTACT: By clicking “Get in Touch” or typing any of your contact information, you provide Newbridge Securities Corporation with your electronic signature and express written consent for us to call, text and email you at the number and email you provided us above with marketing offers and other info, including possibly using autodialer technology, prerecorded and artificial/AI voices. Consent is not a condition of purchase. We will also use your information in accordance with our Privacy Policy found here.
Give us a call
Corporate Headquarters
1200 North Federal Highway, Suite 400
Boca Raton, FL 33432
Our location
Our hours
Monday-Friday
9am-5pm
Newbridge Financial Inc. provides comprehensive, collaborative financial solutions to individuals and families, businesses, and institutions. Newbridge experienced financial professionals leverage the diverse resources and expertise of its affiliated companies to help clients create a sound financial strategy based on their financial goals.
Newbridge encompasses the affiliated entities and capabilities described below:
- Newbridge Securities Corporation (NSC), a FINRA registered broker/dealer and member SIPC, offers securities and variable insurance products.
- Newbridge Financial Services Group (NFSG), an SEC registered investment advisor, provides fee-based asset management and advisory services.
- Newbridge Insurance Services, Inc. (NIS), offers fixed insurance products, including fixed annuities (but not variable products).
Securities offered through Newbridge Securities Corporation, Member FINRA, SIPC and Investment Advisory Services offered through Newbridge Financial Services Group Inc. an SEC Registered Investment Adviser. Insurance services offered through Newbridge Insurance Services, Inc. 1200 North Federal Highway, Suite 400, Boca Raton, FL 33432 Toll-Free #: 877-447-9625 Phone: 954-334-3450 Fax: 954-489-2390. Newbridge Financial, Inc. does not provide tax or legal advice. Clients should consult a professional tax advisor for their tax needs, and a professional attorney for their legal advice.
Additional information about Newbridge Financial, Inc. services and capabilities can be found throughout the website www.newbridgesecurities.com.
As more fully set forth in our Privacy Policy, by clicking “Get in Touch” or typing any of your contact information into this website or otherwise providing it directly to us, you provide Newbridge Securities Corporation, along with its agents and assigns, with your electronic signature and express written consent for us to call, text and email you at the numbers and emails you provided us with marketing offers and other info, including possibly using autodialer/ATDS technology, prerecorded messages and artificial/AI voices. Consent is not a condition of purchase and standard rates apply.
SOME OF THE ACCOUNT OR INVESTMENT PRODUCTS WE OFFER
*Investment Advisory Services Offered Through Newbridge Financial Services Group, an SEC Registered Investment Advisor
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Build your bridge to financial freedom
Your financial security deserves a personalized approach, and that’s precisely what we deliver.
Downside risk protection
Build your wealth
Plan your retirement future