We’re an independent investment firm offering flexible family office and investment partnership solutions. Whether you seek comprehensive coordination or focused CIO-level investment expertise, we combine objective advice, deep experience, and a client-first approach to deliver confidence and peace of mind.
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 nearly three decades working with families, we’ve learned that truly understanding your complete financial picture allows us to anticipate needs, see around corners, and deliver exactly the right level of partnership — whether comprehensive family office services or sophisticated investment strategy and portfolio construction.
Offices in Las Vegas and Newport Beach.
