In an effort to fulfill our mission of educating all on the benefits of a healthy financial lifestyle, we offer our insights and resources. Our ‘Vestbridge Weekly Update’ is published weekly and provides critical insight into current events.
As a trusted voice in the industry, we also offer some of our published Guides free to the public, and we offer other materials also listed below.
Vestbridge is a privately owned, independent investment firm based on many years of advisory experience. Simply put, “Vestbridge” refers to a strategic plan utilizing smart, personalized investment management as a bridge to financial freedom.
Our founder, Sean Hanlon, has four decades of helping individuals and families with their retirement and wealth-management needs. He learned that clients need solutions that go well beyond what most financial services companies offer. He founded Vestbridge on the belief that there’s a better way.
Today, Vestbridge helps clients build smart, personalized investment plans based on their values, goals, and stage in life. More broadly, we strive to help all investors gain a greater understanding of the complex factors that impact their financial situation.
On an individual level, the inflation rate affects how much your retirement dollars will be worth. Over time, inflation can devalue your savings and income.
Ready to learn more about
smart, personalized investing?
Your portfolio should always reflect your ambitions, your values, and your story. At Vestbridge we start from scratch with every single client and we create a smart personalized portfolio that is unique to you. Talk to a Vestbridge Financial Advisor today.Schedule A Consultation