YorkBridge Wealth Partners
www.yorkbridgewealth.comYorkBridge Wealth Partners provides comprehensive financial planning and investment management services within the framework of an objective and open-architecture environment. From offices in both New York City and Bridgehampton, we ensure for our high-net-worth clients a thoroughly client-focused and authentic customer experience. YorkBridge Wealth Partners represents our commitment to deliver a high-caliber wealth advisory experience. With YorkBridge, we have created a distinctive business model that capitalizes on advances in technology in financial services to assure access to best-in-breed products and top-tier resources. YorkBridge Wealth Partners, LLC (YorkBridge) is a Registered Investment Advisor (“RIA”) located in the State of New York. YorkBridge provides investment advisory and related services for clients nationally. YorkBridge will maintain all applicable registration and licenses as required by the various states in which YorkBridge conducts business, as applicable. YorkBridge renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
Read moreYorkBridge Wealth Partners provides comprehensive financial planning and investment management services within the framework of an objective and open-architecture environment. From offices in both New York City and Bridgehampton, we ensure for our high-net-worth clients a thoroughly client-focused and authentic customer experience. YorkBridge Wealth Partners represents our commitment to deliver a high-caliber wealth advisory experience. With YorkBridge, we have created a distinctive business model that capitalizes on advances in technology in financial services to assure access to best-in-breed products and top-tier resources. YorkBridge Wealth Partners, LLC (YorkBridge) is a Registered Investment Advisor (“RIA”) located in the State of New York. YorkBridge provides investment advisory and related services for clients nationally. YorkBridge will maintain all applicable registration and licenses as required by the various states in which YorkBridge conducts business, as applicable. YorkBridge renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
Read moreCountry
State
New York
City (Headquarters)
New York City
Employees
1-10
Founded
2016
Estimated Revenue
$1 to $1,000,000
Social
Employees statistics
View all employeesPotential Decision Makers
Senior Vice President , Advisor
Email ****** @****.comPhone (***) ****-****Director of Operations / Chief Compliance Officer
Email ****** @****.comPhone (***) ****-****Managing Partner
Email ****** @****.comPhone (***) ****-****Director
Email ****** @****.comPhone (***) ****-****
Technologies
(17)