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. To this end, they have assembled a team of highly skilled, dedicated professionals and have leveraged their over 140 years of combined experience to provide a comprehensive set of wealth management services that high net worth clients desire.