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Investments

Insight

Ingenuity

ABOUT

Kingsbridge Wealth Management, Inc. was founded in 2008 as a multi-family office and investment adviser focused on building trust and adding value to our client and partner relationships.

In 2009 Kingsbridge formed our first investment partnership, the Kingsbridge Alternative Strategies Fund, and began managing Private Investment Funds for our multi-family office clients and outside investors.

“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.”

“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.”

David J. Dunn

President, Kingsbridge Wealth Management

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.

OUR ROLE

Investments

We provide asset allocation planning and investment management with internal management of the following asset classes:

  • Fixed income
  • Equities
  • Alternatives

We also provide in-depth manager due diligence, search and selection in all investment asset classes and sub-asset classes. Our flat-fee pricing is straightforward and eliminates conflicts of interest.

Insight

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

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.

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.

TEAM

David J. Dunn

David J. Dunn,

CIMA® CPWA®

President | Chief Investment Officer

Certified Investment Management Analyst SM
Certified Private Wealth Advisor SM

David J. Dunn is the President and Founder of Kingsbridge Wealth Management, Inc.

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Martin Orton

Martin Orton,

CFP®

Senior Vice President

Certified Financial Planner® Practitioner

Martin Orton, CFP® is a registered investment adviser at Kingsbridge Wealth Management, and manages all trading, back office support, and processing functions for the firm.

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Kerri Dunn

Kerri Dunn

Executive Vice President

Chief Operating Officer

Kerri Dunn is the co-founder of Kingsbridge Wealth Management, a registered investment adviser, and the firm’s Chief Compliance Officer.

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Briene Eslinger

Briene Eslinger

CPA

Assistant Vice President

Brienne Eslinger, CPA leads the accounting, tax and audit reporting functions at Kingsbridge Wealth Management.

Matthew Irving

Associate

Matt Irving provides investment management research and analytics for Kingsbridge Wealth Management. Additionally, Matt provides business development and portfolio management support for the Kingsbridge Alternative Strategies Fund.

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Contact Us

Kingsbridge Wealth Management, Inc

1140 N. Town Center Drive Suite 340

Las Vegas, Nevada 89144

P. 702-947-5160 | Email: info@kwm.us.com

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