Welcome to YorkBridge Wealth Partners
OUR MISSION is to enhance our clients’ lives through comprehensive and customized financial planning and investment management. We spend time understanding your financial needs and are committed to developing a deep long-term relationship with your family. We want our clients to approach their financial decision making with confidence and clarity.
OUR COMMITMENT is to integrity, transparency, and accountability in delivering solutions to each client that are objective and independent. The advice we provide is based upon an open dialogue and honest communication between client and advisor. Our recommendations are based upon the principle that wealth creation occurs through capital preservation and consistent discipline.
THE BENEFIT TO CLIENTS is independent thinking, high-touch service, comprehensive and customized financial planning.
OUR PROCESS begins with a discovery meeting so we can understand your needs, objectives, and long-term goals, as well as, your concerns and fears. Through our discovery process, we are able to formulate an actionable financial plan that empowers you to reach your life goals.
Led by Managing Partners Carrie Gallaway and Andrew Stern, YorkBridge Wealth Partners is comprised of deeply experienced veterans of the financial services industry. Each of our advisors is profoundly skilled and highly adept to serve the needs of a wide range of affluent families, individuals, executives, business owners, and many others.
YorkBridge Wealth Partners provides comprehensive planning and investment management services within the context of an open-architecture environment. The ability to search for, research, deliver and administer investments and other services is driven by the use of the most current technology and centered around product agnosticism as well as advice that strives to mitigate conflicts of interest. Our core services include:
Financial Planning to address clients’ short- and long-term objectives, including recommendations in such areas as asset structuring, portfolio construction, estate planning, wealth transfer and distribution.
Investment Management to enable clients to preserve, enhance and expand their wealth with full understanding and respect for their specific goals, risk profiles and life circumstances.
A successful long-term wealth management practice is driven by the development of deep relationships with clients. We know from first-hand experience that these relationships are accomplished through an ongoing process of discovery and discussion, through which we acquire a deep grasp of each client’s unique situation while sharing our own perspectives in
an unbiased and straightforward manner.
Adherence to the Fiduciary Standard
Highly Personalized Service
Investment Committee and Philosophy
Our breadth of experience in investment management has directly informed our perspectives on asset allocation and diversification of risk. We adhere strictly to an integrated investment management approach, where we examine the three separate, but related, elements of portfolio construction and implementation:
Emotional & Intangible Considerations
At YorkBridge Wealth Partners, we take great care to create for our clients customized portfolios designed to produce a potential return commensurate with their risk proclivities and overall objectives. We employ an open-architecture platform in which we select third-party equity management solutions based on a rigorous due diligence process. Depending upon a client’s priorities, we may recommend both passive and actively managed strategies. As appropriate, we may also recommend alternative investments, including hedge funds, private equity and direct deal opportunities.