A successful long-term wealth management practice is driven by the development of deep relationships with clients. We know from first-hand experience that these relationships are accomplished through an ongoing process of discovery and discussion, through which we acquire a deep grasp of each client’s unique situation while sharing our own perspectives in
an unbiased and straightforward manner.
Adherence to the Fiduciary Standard
Highly Personalized Service
YorkBridge Wealth Partners provides comprehensive planning and investment management services within the context of an open-architecture environment. The ability to search for, research, deliver and administer investments and other services is driven by the use of the most current technology and centered around product agnosticism as well as advice that strives to mitigate conflicts of interest. Our core services include:
Financial Planning to address clients’ short- and long-term objectives, including recommendations in such areas as asset structuring, portfolio construction, estate planning, wealth transfer and distribution.
Investment Management to enable clients to preserve, enhance and expand their wealth with full understanding and respect for their specific goals, risk profiles and life circumstances.
New Issues and IPOs
Trust Administration &
Investment Committee and Philosophy
Our breadth of experience in investment management has directly informed our perspectives on asset allocation and diversification of risk. We adhere strictly to an integrated investment management approach, where we examine the three separate, but related, elements of portfolio construction and implementation:
Emotional & Intangible Considerations
At YorkBridge Wealth Partners, we take great care to create for our clients customized portfolios designed to produce a potential return commensurate with their risk proclivities and overall objectives. We employ an open-architecture platform in which we select third-party equity management solutions based on a rigorous due diligence process. Depending upon a client’s priorities, we may recommend both passive and actively managed strategies. As appropriate, we may also recommend alternative investments, including hedge funds, private equity and direct deal opportunities.