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Why Kingsbridge

Kingsbridge Wealth Management was established as a multi-family office to fulfill the needs of our ultra high net worth clients. Multi-family offices in general provide a comprehensive approach to a client’s financial picture, providing investment solutions as well as record keeping, philanthropy and mission support, education, succession planning, and lifestyle services. In contrast to a single family office, multi-family offices are less costly than single family offices, yet provide access to similar resources, and a wide array of services.

Kingsbridge Wealth Management takes the traditional multi-family office concept a step further: we work for our clients, not for a firm. This powerful philosophy permeates everything we do.

We understand that complexity often accompanies substantial wealth. We strive to simplify these complexities in order to meet our clients’ goals. We are objective. We don’t distribute a bundle of products; instead, we seek highly customized, situation-specific solutions for each client based on individual lifestyle and cash flow goals. We coordinate activity amongst multiple service providers and negotiate cost savings with third parties for the benefit of our clients. Most importantly, if we cannot find the appropriate solution to a client’s need, we will build one internally. Our flat-fee pricing is straightforward and eliminates conflicts of interest.


Our Role

Our goal is to become our clients’ trusted advisor by consistently providing timely advice, an objective perspective and ultimately, improved decision-making. We strive to understand each client’s financial situation in such depth that we function as part of each family’s financial infrastructure. We can only fulfill that role through a truly meaningful relationship with our clients. As a result, Kingsbridge Wealth Management is small by design: our firm is structured to provide extensive value to a limited client base and promote a single point of contact for every need. We provide Investments, Ingenuity and Insight to each and every family we serve.

Investments – The depth and breadth of our principals’ background in investment management results in an extensive knowledge base and a more nuanced understanding of client needs and dynamics. We provide asset allocation planning and investment management with internal management of the following asset classes:
• Fixed income – municipal bonds
• Equities – indexation
• Alternatives- multi strategy
We also provide in-depth manager due diligence, search and selection in all investment asset classes and sub-asset classes.

Ingenuity –We build or allocate to highly customized, situation specific solutions for each client, based on lifestyle and cash flow goals. We seek to simplify complex issues and provide creative solutions. We can assist in wealth transfer, family meetings & education, tax planning and administrative services. Our services have played a critical role in liquidity events, estate & succession planning, divorce, concentrated stock positions, property management, information aggregation and outside advisor coordination.

Insight – Kingsbridge Wealth Management is small by design. We believe a limited client base promotes a robust and meaningful relationship with each family and enhances our ability to be proactive and make a significant impact toward improved decision-making.

Executive Team



President | Chief Wealth Strategist

Certified Investment Management Analyst SM
Certified Private Wealth Advisor SM

David J. Dunn founded Kingsbridge in 2008, and has worked in wealth management for more than 20 years. Prior to founding the firm, David has held positions at Bear Stearns, Morgan Stanley and Merrill Lynch.

Investment Management Consultants Association is the owner of the certification marks “CIMA®” and “CPWA®,” the service marks “Certified Investment Management Analyst SM,” “Certified Private Wealth AdvisorSM ,” “Investment Management Consultants AssociationSM,” and “IMCA®.” Use signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for certification.



Vice President | Private Wealth Advisor

Certified Financial Planner® Practitioner

Martin Orton is a Vice President and Private Wealth Advisor with Kingsbridge Wealth Management, Inc. Prior to joining the firm, he was employed by such firms as Bank of America, Morgan Stanley, Merrill Lynch and Great Western Bank (now Chase).

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.



Vice President | Family Office Services

Chief Compliance Officer

Kerri L. Dunn is a Vice President and head of Family Office Services for Kingsbridge Wealth Management. Kerri has been with KWM since its founding and has served as a member of the Board of Directors of both Kingsbridge Trust Company, Inc. and Kingsbridge Wealth Management, Inc.

Contact Us

Mailing Address: PO Box 370938, Las Vegas, NV 89137

Canyons Office photo

Las Vegas Office

1140 N. Town Center Drive
Suite 340, Las Vegas, NV 89144
p. 702-947-5160 | f. 866-526-1050

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Copyright © 2015 Kingsbridge Wealth Management, Inc. Tel: (702) 947-5160 | Fax: (866) 526-1050.