Welcome to YorkBridge Wealth Partners
YorkBridge Wealth Partners is committed to delivering sophisticated wealth advisory and financial planning services. With YorkBridge, we have created a distinctive business model that capitalizes on advances in technology in financial services to assure access to best-in-breed products and top-tier resources. We have formed strategic partnerships with leading providers of technology, investment products, reporting capabilities, and others who provide robust analytics and operational support. These resources help make it possible for us to provide product-agnostic, objective advice and deliver personalized service at the highest level.
Our mission is clear: to enhance our clients’ financial lives through wealth preservation and expansion, stewardship of assets, and administration of portfolios and accounts. In fulfilling our mission, we strive to exceed expectations, continually delivering to each client an exceptional and completely transparent experience driven by his or her unique goals, life situation and worldview.
Our dedication to our clients is centered around a foundation of trust, integrity, transparency and adherence to the fiduciary standard that guides everything we do.
Who We Work With
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.
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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
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.
New Issues and IPOs
Trust Administration &
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.