White Plains, New York-based Seven Bridges Wealth Advisors is launching as an independent firm owned and led by advisors and will affiliate with NewEdge Advisors. The team had $1 billion in client assets at Ameriprise.
In this move, the firm said it aims to enhance its services, technology and solutions flexibility. Seven Bridges has 14 professionals in offices in New York’s Hudson Valley and Lower Westchester.
Seven Bridges Managing Partner Max DiSesa said, “We are incredibly proud to take this step, as it represents an investment not only in the future of our firm but in our commitment to providing our clients with a modern, world-class wealth management and financial planning offering.”
The firm provides services including investment and retirement planning, insurance, employee benefits, income tax management, budgeting, estate planning and charitable giving.
“Becoming an independent firm enables Seven Bridges Wealth Advisors to address the increasingly complex wealth management needs of our clients,” said Joseph Femia, Managing Partner of Seven Bridges. “Now, as a truly independent firm, we have the flexibility to serve our clients and do so with improved infrastructure and advanced solutions.”
“The Seven Bridges team brings significant experience, depth and a strong client-first philosophy to our platform,” said Alex Goss, CEO of NewEdge Advisors. “Their decision to partner with us underscores the value of our advisor-centric model and our commitment to providing the infrastructure and strategic support teams need to grow without sacrificing independence,” he said.
Wealth Solutions Report can be reached at info@wealthsolutionsreport.com.
