Broker Check

Welcome to Northbridge Wealth
Bridging the Gap Between Your Needs Today and Your Goals for Tomorrow

Where is your true north pointing?

Our firm was so named because we direct you to your true north - your ideal vision for what life could be. To make it happen, we bridge the gap between where you stand today and your vision for the future.

Whether you prefer to come into our offices or work together virtually, we value building long-term relationships that keep you focused and engaged with the planning process.

Our Services

We work with a broad base of clients throughout many professions across the Greenville, Chapin and Charleston areas. Whether you’re an established business owner or a couple preparing for retirement, we offer personalized planning to meet your needs.

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Comprehensive Wealth Planning

That Evolves With You Through Every Stage in Life

Just as the markets go through changes, you do too. Our job is to help prepare your portfolio for both. From accumulating assets to strategizing distributions, we’ve developed a unique system to help grow and protect your wealth in varying market conditions.

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What’s Keeping You Up at Night?

Let’s See How We Can Help

Retirement Planning

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Business Owners

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Lifestyle Wealth

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Estate Planning

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Tell Us How We Can Help You Today

Thank you!