Overview

Sunbridge Management, Inc.

Information by Research TrustFinance

https://sunbridgemgt.com/

Sunbridge Management, Inc. is an SEC Registered Investment Adviser (RIA) based in Nanuet, New York. The firm operates on a fee-only basis, emphasizing its role as a fiduciary to its clients. It specializes in providing comprehensive wealth management solutions, including holistic financial planning, customized investment management, and retirement planning, primarily for high-net-worth individuals and their families. Their mission is to help clients achieve their financial goals through a disciplined, long-term approach to investing and financial stewardship.

Founded in
United States

United States


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Other Service