Personal Money Management
No matter your age or net worth we know and understand that not everyone is the same. NewBridge Bank’s Wealth Management team will work with you to create an individualized portfolio designed to meet your unique needs. We provide clients with a trusted and cost-efficient platform with which to invest.
We don’t have proprietary products to sell, and we aren’t in the business of pushing products. Instead, your Relationship Manager and Portfolio Manager will work in tandem to actively manage the assets you’ve entrusted to us. Unique for a community bank, we offer in-house portfolio management. We also live and work in the same communities as you do. Our clients greatly benefit from having their assets managed internally by knowledgeable, local financial experts.
From the ultra-aggressive to the risk-adverse and all the strategies in-between, our Relationship Managers will work with you to determine the best, most comfortable financial solutions to accomplish your goals. The most essential first step will be taking the time to understand your current financial picture in order to provide a comprehensive financial plan and make informed decisions. After this relationship-building and knowledge-gathering stage, we will work with you to determine the correct asset allocation for your money.
With ever-growing advances in technology and unprecedented access to financial information, it’s easy to think the answer is just a click away. But the NewBridge Bank Wealth Management team still believes in the power and security inherent in personal relationships. Our clients value the total access they enjoy with their Relationship Manager, including cell phone numbers and personal email addresses. In a world that is more and more hands off, our community bank Wealth Management team is the rare exception!
* 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.