Our Mission

Whether you are a physician, successful professional, or a business owner we undertake a comprehensive review of your current financial situation, including potential risk to the assets you’ve worked so hard to build. Using a team approach, we design and deliver strategies to preserve your wealth and mitigate risk — now and into the future. 

1

Builder

We listen as you tell us what matters most to you. You’ll learn more about us and how we work with clients, so we can both determine if our team is a good fit for your needs.

2

Discovery

We discuss all aspects of your current financial situation—from how assets are titled, to your retirement aspirations. We learn about your goals and objectives, identify potential problems, and point out areas of opportunity.

3

Draft

We confirm that the direction of our planning is aligned with your goals and objectives before presenting our recommendations. We work closely with outside strategic partners (attorney, CPA, etc.) to develop your plan.

4

Presentation

We present our analysis and recommendations, along with a plan of action for implementation.

5

Implementation

Implementation is the process that turns strategies and plans into actions to accomplish your goals and objectives. Implementing your plan is the most important step in the planning process.

6

Adjustments

We routinely monitor your plan and schedule regular reviews to make sure it’s in line with your goals and accounts for changes in your life or changes in relevant legislation.

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01. Our Mission

As completely independent fiduciaries, we provide our clients with inspired solutions for building and protecting wealth, augmented with an unyielding commitment to disciplined, systematic reviews and unparalleled service.

02. Our Advantage

Through our partnership with Charles Schwab and LPL Financial, we have access to objective research and leading-edge technology so you can feel confident that our recommendations are objective and backed by independent resources.

03. Our Principals

At Northbridge Financial Group, we view each client as someone who has placed his/her trust and confidence in us to help them achieve the most important goals in life.

Independence coupled with objective research and leading-edge technology.

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Our Services

 

Investment Management

Modern Portfolio Solutions for Investing in the New Economy Thematic Allocation Portfolio A hybrid of Thematic and traditional investment strategies that focus on public companies that we expect to be the leaders, enablers, and beneficiaries of disruptive innovation. Strategies aim to deliver long...
 

Tax Planning

What is Tax Preparation? Tax Preparing is basically the process of compiling, preparing, and filing tax forms. This requires clients to meet with their tax accountants only once, maybe twice, a year and that too during the busy tax season. Tax preparation deals with income and numbers from the past...
 

Philanthropy

The Sharing of Values: What is Your Legacy? There are many paths to charitable giving. Each individual and family must select the course that seems best for their needs. In recent years, donor advised funds (DAFs) have grown to be the most popular charitable giving vehicle in the U.S. having been...
 

Asset Protection Planning

What is Asset Protection? The Importance of Asset Protection Asset protection involves managing risk and protecting assets from inhibitors to building wealth, such as lawsuits, taxes and market volatility. Given that our society has become increasingly litigious, asset protection strategies have...
 

Wealth Management & Financial Planning

1 Builder We listen as you tell us what matters most to you. You’ll learn more about us and how we work with clients, so we can both determine if our team is a good fit for your needs. 2 Discovery We discuss all aspects of your current financial situation—from how assets are titled, to your...
 

Estate Planning

Planning for what takes a lifetime to build Understanding how to preserve wealth from one generation to the next can be difficult and time-consuming. Our team can work with you to develop an estate plan to share your financial success is shared with your family, friends and any charitable...
 

Risk Management

Risk Assessment and Risk Management Strategies We can protect you against life’s uncertainties. By implementing risk management strategies, we attempt to mitigate unpleasant financial surprises that can affect your wealth and your financial plan. Asset protection is our primary focus when it comes...
 

Business Financial Planning

Comprehensive Financial Planning for Business Owners Many of our clients are business owners who look to Northbridge Financial Group for the knowledge and experience necessary to manage their business finances, as well as their personal wealth. We apply our same consultative approach to your...

Our Team

We offer seminars and webinars on timely topics of interest in the areas of asset protection planning and wealth management.

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Latest Blogs

Michael Orecchio |
A private foundation allows you to make gifts to an unlimited number of charities over time and to involve family members in the decision-making process.
Michael Orecchio |
Revocable Trusts can offer professional asset management and avoidance of probate, while you retain full control over the assets.
Michael Orecchio |
This allows a married couple to postpone all estate taxes until the second death. For larger estates this may result in higher taxes at the second death. The U.S. tax code limits the amount of assets one can transfer to another (either during life or after death) without triggering transfer taxes. There are some exceptions to this rule - the largest being the unlimited marital deduction that allows spouses to give each other (during life...

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