Preparing A Strategy to Build and Preserve Your Wealth

At Northbridge Financial Group, our financial planning process employs a fusion of wealth management and asset protection. We consult with outside legal professionals and we weave asset protection planning into every recommendation we make.

Whether you are a successful professional, business owner, or physician, 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 create strategies to properly preserve your wealth and mitigate risk—now and into the future. Our needs-based planning process includes regular reviews because asset protection should be practiced dynamically, not statically.

Our many years of experience developing advanced strategies, coupled with the freedom of independence, yields a distinctive financial planning/wealth management platform. We offer a level of service that is structured and responsive. 

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