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Wealth Management


Our Philosophy

By choosing NewBridge Bank Wealth Management* you benefit from the client-centric, consultative approach instilled throughout our community bank. Through the personal relationship we’ll develop with you and your family, you will experience the unique financial partnership you deserve. One in which we care more about you than your net worth.

The NewBridge Bank Wealth Management team will work with you to develop a unique plan for your assets while offering the convenience of local service and personal attention. You will always receive the benefit of talking with our local Wealth Management team when you call, not a computer or call center. You deserve personal client service meaning you will work with the same, experienced Relationship Managers each time you interact with us.

The Wealth Management team at NewBridge Bank can provide fully integrated solutions for almost any financial need you have. Our professional team is able to offer you:

  • Discretionary Money Management
  • Retirement Planning and Strategies
  • Private Banking
  • Employee Benefits
  • Brokerage and Advisory Services
  • Annuities
  • Insurance
  • Estate and Financial Planning

We are ready to work directly with your current team of professional advisors or help you build a team to accomplish your goals. Please contact your local Wealth Management professional to discuss how our blend of personal attention and financial expertise can help protect, grow and strengthen your financial future.

* Investments managed by NewBridge Bank’s Wealth Management department are not deposits; not insured by the FDIC or any other government agency; not guaranteed by NewBridge Bank; and subject to risk and may lose value.