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.
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.“
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.