A private financial counseling firm with clients across the US, our process-driven approach to financial planning provides comfort and clarify to our client's long-term goals. We aim to be fully integrated and aware with our clients. We have a family-office, multi-generational style, meaning we want to be long-term partners with your family and deliver what you want, when you want it, with an emphasis on exceptional service.
From how to start saving to how to retire in style. Everything revolving around your cash flow and net worth is within our scope. From how to finance a big transaction to how to dispose of it with the tax liability minimized. From an original estate plan to the administration of the estate. From maximizing your asset growth to protecting assets against market anomalies and other risks.
From how to start saving to how to retire in style. Everything revolving around your cash flow and net worth is within our scope. From how to finance a big transaction to how to dispose of it with the tax liability minimized. From an original estate plan to the administration of the estate. From maximizing your asset growth to protecting assets against market anomalies and other risks.
Services
Vincent Barbera is dedicated to helping families achieve a comfortable life. As a husband and father, he knows firsthand the financial pressures that parents face in choosing the right schools for their children, providing meaningful memories like summer camp and sports, and saving for their future college tuition-all the while making sure to put enough aside for their own retirement.
Conversation: We meet with you to discuss your financial situation, your concerns, and your goals for the short and long term. Data gathering: Working together, we gather all the documents and other information needed to create your financial blueprint, which we prepare for your approval.
Setting the foundation: After you approve the blueprint, we work on your financial plan, a comprehensive document addressing needs such as cash flow, retirement, estate planning, income replacement, education funding, insurance, major purchases, and asset allocations.Recommendations and final walk-through: We meet to review the solutions outlined in your financial plan.
Setting the foundation: After you approve the blueprint, we work on your financial plan, a comprehensive document addressing needs such as cash flow, retirement, estate planning, income replacement, education funding, insurance, major purchases, and asset allocations.Recommendations and final walk-through: We meet to review the solutions outlined in your financial plan.
Reviews (1)
Tammy Hawkins
Jun 12, 2018
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Newbridge Wealth Management, a private financial-counseling firm based in Philadelphia but serving clients throughout the country is where you want to go to feel your finances and investments are being taken care of. Vincent Barbera, a financial advisor and managing partner of this firm, strives to build a strong relationship with you that promotes trust and confidence. Exceptional customer service!
