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| Silver Bridge Advisors |
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Silver Bridge delivers an extensive array of services that may be used independently or in combination to meet the needs of our clients:
- Individuals and families seeking to realize their wealth and legacy goals
- Family offices in need of a trusted partner who understands the complexities involved in the management and administration of substantial wealth
- Not-for-profits desiring expert investment advisory services, as well as state-of-the-art technology and reporting capabilities
We offer to our clients the following services:
- Financial Administration and Management - helping clients to manage, organize and maintain clarity in their complex lives
- Wealth Advisory Planning Services - helping clients to create and execute a wealth plan that incorporates financial, philanthropic, tax and wealth transfer objectives
- Investment Management, Consulting and Oversight - providing our clients with customized investment solutions and thoughtfully designed portfolios that align with their goals
- Family Office Services - including consulting services, customized resources, outsourced solutions, and a dedicated family office
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THOUGHTFUL ADVICE |
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| “We believe that Silver Bridge clients benefit from thoughtful, integrated advice and enjoy exceptional client service. Each Silver Bridge client relationship is built upon ongoing education, state-of-the-art reporting, and transparent communications.” |
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| Alicia André |
Managing Director
Silver Bridge |
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