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Safebridge, LLC

EST. AUM
$205,281,096

CONTACTS
1

CLIENT ACCOUNTS
331

Firm Details

Metro area Charlotte
CRD Number 289485
Website mysafebridge.com
Client types

Overview

Safebridge Financial Group, LLC is a U.S.-based SEC-registered investment adviser providing comprehensive wealth management and financial planning services. The firm specializes in retirement income strategies, portfolio management, tax-efficient investing, estate planning coordination, and risk management solutions. It primarily serves individuals, retirees, business owners, and families seeking long-term financial planning and asset preservation strategies. The firm integrates investment advisory services with insurance-based planning to deliver holistic financial solutions. Safebridge operates as an independent advisory practice, tailoring strategies to clients’ income, tax, and legacy objectives.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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