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Wealth Management


Retirement Plan Services

One of the preeminent tools for attracting and retaining talented employees is being able to offer a well designed retirement plan. Nevertheless, employers often struggle to find a cost effective, professional, and practical solution.

At NewBridge Bank, our Wealth Management team can help you overcome the expectations and meet the needs of a premier employee benefits plan. We help balance the fiduciary, financial, and administrative responsibilities of correctly managing retirement plans. Our professionals allow you to bring together:

  • Plan Design
  • Documentation
  • Recordkeeping
  • Administration
  • Investment Recommendations
  • Oversight
  • Compliance
  • Government Reporting
  • Employee Enrollment
  • Employee Education

One of the benefits of working with our retirement planning professionals is that your company and employees have a local and dedicated Relationship Manager who has your interests in mind.

In an ever-changing economic environment, employers are forced to meet new and demanding expectations of the workforce. Let our leading community bank be part of the solution by providing your business with a competitive edge – an exceptional, well-run employee benefits plan.

* 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.