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Wealth Management


Trust and Estate Planning

In addition to our investment and asset management services, many clients require the next step in building their financial future – estate planning. High-net-worth individuals and their families can truly benefit from a well developed estate plan. Through the specialized tools and techniques used in developing a custom estate plan, clients can make sure they maximize the longevity and purpose of their wealth. They can also relieve the stress of estate management that often falls on family and friends upon their passing by using a trusted corporate fiduciary like NewBridge Bank.

The NewBridge Bank Wealth Management team is highly qualified in trusts and estates. We have an internal team who hold specific degrees and certifications in trust services. Our clients benefit from meeting with one of our highly experienced professionals that can properly align a plan and work with you to determine the appropriate steps needed to meet your needs. In an economy with an increasingly competitive landscape, it’s imperative that you have every advantage possible. Let the professionalism, experience, and genuine client care of the NewBridge Bank Wealth Management team provide you with those advantages.

Estate and Financial Planning

We are often so focused on growing family, developing business, and building wealth that we don’t think about protecting these legacies. We forget to anticipate the rainy days that sometimes happen in life, and we fail to recognize the need for planning. The first step is to raise awareness to the need for estate planning. NewBridge Bank's estate planning services provide comprehensive preparation to minimize taxes, facilitate asset management and protect your family’s security.

Estate Administration

Managing an estate can be a full time job. Is your family prepared? Leave the full-time job to NewBridge Bank. By handling the complex details of trust administration, we provide peace of mind that comes with professional handling of laborious and complex legalities associated with trusts and estates. More importantly, our expertise in trust administration removes any burden from your family and ensures your wishes are fulfilled with personal care and concern for your beneficiaries.

* 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.