Newbridge Wealth Management
Newbridge Wealth Management (CRD# 169239) is a financial advisory firm headquartered in Berwyn, PA. They manage $35,000,000 in 200 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management35MILLION
Total Number of Accounts200ACCOUNTS
Average Account Value$175,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
NJ, PA, TX
Vincent Barbera (CRD# 4555357) is an Investment Advisor Representative working at Newbridge Wealth Management in Berwyn, PA and has over 15 years of experience in the finance industry. Vincent Barbera has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.