Services Offered

We offer wealth management and financial planning to private individuals, families, corporate executives and others, helping them define their priorities, lifestyle needs and milestones. We develop clear, comprehensive and collaborative strategies to make sure their assets are working towards those goals. Establishing complete trust and confidence is key — that’s why we’re privileged to enjoy so many long-term relationships with our clients.

SevenBridge has teamed up with Broadridge who on behalf of our clients will vote all of their proxies, submit class action litigations, and tender all re-organizational items. Many clients agree that it is a great benefit to reduce the amount of unwanted mail received. To take advantage of this service, download and complete the issuer form.

Our capabilities include:
  • Retirement Planning
  • Multi-Generational Planning
  • Charitable Giving and Philanthropy
  • Estate and Other Advisory Services
  • Insurance Assessment