Individual Services

Connecting Your Life's Financial Journey

With a broad view of the path to your destination, Longbridge Wealth Advisors can effectively guide you according to the priorities you establish by helping you create a personal financial plan that assists in:

  • Building and managing your wealth in line with your needs and objectives.
  • Managing the risks associated with investing, inflation and longevity.
  • Strategically reducing income, excise, capital gains, gift, estate, and generation skipping taxes.
  • Assuring the continuance of your lifestyle through ongoing retirement plan reviews.
  • Keeping your financial affairs current through ongoing reviews and portfolio updates in our office or your home. This includes keeping your financial plan aligned with changes in your personal circumstances as well as external changes in the economy and markets.

Delivering Global Resources With Personal Service

Through our independent relationships with market leaders such as Mid Atlantic Capital Corporation, Mid Atlantic Financial Management, Mid Atlantic Trust Corporation, Morningstar, and Standard and Poor's, Longbridge has superior access to the industry's top echelon of global resources. As your personal advocates, we bring together the necessary resources based on your unique needs and deliver them with objectivity and a level of personal service that is unsurpassed. The result is a comprehensive array of services, strategies and tools for addressing the complex requirements of wealth management.

We Span The Entire Spectrum

  • Comprehensive financial planning
  • Estate planning
  • Retirement planning/plan distribution strategies
  • Education funding
  • Income tax planning for investments
  • Insurance and employee benefits
  • WealthSpan
  • ActiveView Tactical Investment Management
  • Traditional asset allocation
  • Portfolio modeling
  • Investment policy statements
  • Advice on concentrated or restricted stock holdings
  • Hedging & monetization strategies
  • Screening & monitoring of independent investment managers
  • Tax advantaged municipal bonds
  • Stocks, bonds and options
  • Mutual funds
  • Fixed & Variable annuities
  • Separately-Managed accounts
  • Real estate investment trusts
  • Money markets and CDs
  • Treasury and agency securities
  • Equity research provided by Standard & Poor's and Morningstar Analytics
  • Hedge funds
  • Private equity
  • Managed futures
  • Structured products
  • Real estate
  • Commodities
  • Foreign currency
  • IRA Rollover Retirement Accounts
  • 403(b) and Tax Sheltered Annuity Plans & TSAs
  • SEP IRAs
  • SIMPLE IRAs
  • Pension Plans
  • Profit Sharing Plans
  • Traditional IRAs
  • Roth IRAs
  • Quarterly bulletins
  • White papers
  • Educational seminars
  • Informational website
  • Tax‚Äźefficient charitable giving strategies
  • Charitable lead/charitable remainder trusts
  • Private foundation & endowment services
  • Retirement plan design and management
  • Business investment strategies
  • Business succession
  • Buy/Sell agreements
  • Non qualified executive compensation