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Wealth Management Services

Wealth Management

What is Wealth Management?

Wealth Management* is a consultative service for clients who need fully integrated financial solutions to help grow and preserve wealth. Wealth Management services include investment management (discretionary money management); retirement planning and strategies; private banking; brokerage and advisory services; annuities; insurance; estate and financial planning; employee benefits and more.

How we can Help You

The NewBridge Bank Wealth Management team will work with you and your other professional advisors 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.

Why Choose Us?

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.

Where to Find Us

NewBridge Bank has 37 locations throughout North Carolina, and our Relationship Managers often travel to meet our clients’ needs. 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.