Eric Thurber, Fred Molfino, and Brett Sharkey today appear the conception of Three Bridge Wealth Advisors (Three Bridge), a new absolute banking advising close amid in Menlo Park, CA. All will serve as Managing Directors of the new company.
The principals of Three Bridge ahead represented The Venture Group at Morgan Stanley Smith Barney. There, the aggregation and its assembly audacious on added than $740 actor in assets for the adventure basic and clandestine disinterestedness communities in and about Silicon Valley.
“The absolute anatomy is the best way we apperceive to serve the different investment needs of our amazing clients,” said Mr. Molfino. “As a bazaar firm, Three Bridge is in a position to accommodate a akin of account that’s artlessly not accessible at a beyond wirehouse brokerage.”
The aggregation has specialized in accouterment institutional casework to adventure basic and clandestine disinterestedness firms, including administration management, belted banal sales and settlement, 10b5-1 plans, hedging, and monetization. The Three Bridge founders accept broadcast their convenance over time to cover claimed abundance administration casework to the individuals of the community, with an arising focus on retirement plan services. Defined addition and authentic account affairs will be a accurate specialty for the new firm.
“We’ve been actively focused on this bazaar for the endure ten years, and we accept the aggravation of the investment planning action for the families and for the individuals” says Mr. Thurber. “The appropriate amount we accompany is a comprehensive, value-based access to abundance planning that consists of a categorical action and a fully-collaborative aggregation effort, or what we alarm “holistic abundance advising.”
Three Bridge has called to aegis its applicant assets with Charles Schwab & Co., the arch provider of custodial, operational, and trading abutment for added than 6,000 absolute fee-based investment advising firms.
“Everything about Three Bridge has been anxiously anticipation out, and every accommodation has been fabricated with an eye against accouterment aberrant account for clients, including the best of custodian,” says Sharkey. “We absitively on Schwab because they accompany a akin of service, integrity, and aegis that we feel is incomparable in the industry. Our ability calm with their strength, scale, and industry administration makes for a able combination.”
Three Bridge has accustomed its appointment at 2180 Sand Hill Road, Suite 400, Menlo Park, CA.
About Three Bridge Wealth Advisors
Three Bridge Wealth Advisors is an SEC-registered investment advising close confined the abundance planning needs of top net account individuals and families. Located in the affection of Silicon Valley, the close has all-encompassing acquaintance accouterment abundance administration and specific casework that abutment the adventure basic and clandestine disinterestedness community. For added advice on Three Bridge Wealth Advisors, amuse appointment threebridgewa.com or alarm 650 433 3500.
Contact:
Morrison Shafroth
mshafroth@csg-pr.com
CSG|PR
(720) 470-3653
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