Our story

Leveraging our past and looking to the future

Founded by John Davis, Patrick Floreani and Robert Savin, WealthBridge opened its doors on January 4, 2011. The three partners left large institutions to pursue their ambition of creating an independent private wealth management firm dedicated to providing clients with the highest level of unbiased personal service. This client-centric philosophy underpins the entire organization.

The founders of WealthBridge believe that when done well, integrated wealth management creates exceptional value for its clients. As professionals accomplished in working with a high net worth clientele, they have leveraged their 65 years of combined experience to deliver a comprehensive set of services dedicated to preserving clients' wealth and helping them achieve their unique financial goals. The team of highly skilled, dedicated professionals assembled by John, Patrick and Robert allows WealthBridge to provide the breadth of wealth management services that clients desire.