Vestbridge Introduction Guide
Building your bridge to financial freedom starts now…
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.
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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