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Seven Bridges Wealth Advisors

EST. AUM
$1,000,000,000

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5

CLIENT ACCOUNTS

Firm Details

Metro area New York City
CRD Number
Website sbwa.com
Client types

Overview

Seven Bridges Wealth Advisors is an independent financial advisory firm based in White Plains, New York. Named after the bridges connecting the Hudson Valley to Manhattan, the firm provides a "family office" approach to wealth management for individuals and families. The firm is grounded in the CFP Board’s seven steps of financial planning, integrating lifestyle goals with disciplined, institutional-grade investment management. As fiduciaries, they utilize an open architecture platform to select objective investment solutions tailored to each client's unique financial picture.

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Address

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

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