Welcome to YorkBridge Wealth Partners
YorkBridge Wealth Partners represents our commitment to deliver a high-caliber wealth advisory experience. With YorkBridge, we have created a distinctive business model that capitalizes on advances in technology in financial services to assure access to best-in-breed products and top-tier resources. We have formed strategic partnerships with leading providers including Fidelity Institutional Services, Schwab Advisor Services and Dynasty Financial Partners who provide robust analytics and operational support. These resources, and others, help make it possible for us to provide product-agnostic, objective advice and deliver personalized service at the highest level.
Our dedication to our clients is centered around a foundation of trust, integrity, transparency and adherence to the fiduciary standard that guides everything we do.
Carrie Gallaway, CFP®
Led by Managing Partners Carrie Gallaway and Andrew Stern, YorkBridge Wealth Partners is comprised of deeply experienced veterans of the financial services industry. Each of our advisors is profoundly skilled and highly adept to serve the needs of a wide range of multi-generational families, individuals, executives, business owners, and many others.
meet the team - Style Default - Listing
Our mission is clear: to enhance our clients’ financial lives through wealth preservation and expansion, stewardship and administration. In fulfilling our mission, we strive to exceed expectations, continually delivering to each client an exceptional and completely transparent experience driven by his or her unique goals, life situation and worldview.