Investments. Insight. Ingenuity.

Tailored financial advice
to simplify the complexities of wealth

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Average years of
client relationship

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Average
family net worth

Average
generations served

Relationships Matters

We deliver peace of mind

We’re a Multi-Family Office and Investment firm that combines the service and support of an independent advisor, with the knowledge and experience of a big firm. We provide timely advice, and an objective perspective to help you make the important decisions.

Independence Matters

We work for our clients

As an independent investment advisor we are free to take the time to really get to know our clients, and all the forces, complexities and family dynamics that may come with them.

“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.“

Kerri Dunn

Executive Vice President
Chief Operating Officer

Experience Matters

Our experience,
your situation

After working with families for nearly 2 decades we have seen our clients face tough decisions, complex situations, and implement new strategies. With these experiences in mind, we can help propose solutions, and recommend ideas to help our clients achieve their desired outcome.

We’ve learned that by taking the time to really understand our clients, and the full breadth of their financial situation, we can see around corners, predict pitfalls, and provide a level of service that’s not possible any other way.