The NorthBridge Group

We’ll help you find your North. Your hopes, your goals, your dreams. And then we’ll help you cross that bridge to get you from here to there.

We are a team of four client-facing professionals, offering you and your family over 113 years of experience in the financial services industry. Our practice is planning based. We will ask you the most important questions any financial intermediary has ever asked or will ever ask you. And then we listen. Because we care.

With your input, we will create a written, customized wealth plan that will help protect against what can go wrong, in order to acquire the luxury of investing for what can go right. We then employ an investment philosophy with strategies to help you reach your goals. Our guidance is ongoing (on a regular basis and an as-needed basis). In many, if not most cases, that guidance is multi-generational in nature.

As individual advisors, and as a team, your success is our success. That’s what brings us joy and fulfillment. We’ll help you find your North. And we’ll help you get there from here.  As always, we thank you for your trust and your goodwill.

How do you take your coffee?

If something jumps out and grabs you or forces a raised eyebrow or makes you say something like, “Huh? Are they serious? Did they really say that?” then please feel free to contact us. We don’t bite. We’re not here to twist your arm (just the opposite is true).

We're not here to "sell" you something. That’s not what we do or who we are, and we have nothing to sell you or the world except our team.

We can chat by phone or you can stop in for a visit. The coffee is always fresh and the furniture is pretty darn comfy. You have nothing to lose and you may quite possibly learn something new or clear up something that has been on your mind. The worst you will ever do is leave with a very worthwhile book as a parting gift.

Contact us today to learn more. 

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Rewriting Retirement

Aug 15, 2024 04:00 PM Eastern Daylight Time - Aug 15, 2024 05:00 PM Eastern Daylight Time
RBC Wealth Management 80 Linden Oaks, Suite 220 Rochester, NY , 14625

Retirement planning is one of the biggest financial challenges most Americans will face. To help you navigate your retirement journey with confidence, we are hosting an interactive session to help you understand the shifting landscape and enter an exciting new life phase with a new perspective and with confidence!

A time for confidence - we have been here before

May 15, 2024 05:30 PM Eastern Daylight Time - May 15, 2024 07:00 PM Eastern Daylight Time
211 High Point Drive Victor, NY , 14564

It’s an election year. Are you optimistic, pessimistic or just plain confused about what to do with your investment portfolio? Join us for a special evening of discussion, where we will provide historical perspective to help navigate what to do, and what not to do, throughout this election year and beyond.

The Road Ahead - keeping your eyes on the horizon

Mar 14, 2024 05:30 PM Eastern Daylight Time - Mar 14, 2024 07:00 PM Eastern Daylight Time
211 High Point Drive Victor, NY , 14564

Join us for a seminar with Chris Fossum of First Trust Advisors. Chris will discuss the many factors at play in the wealth planning journey, how to stay focused on one’s goals and remaining steadfast in an election year.

Paul Beck with mentor, Nick Murray

Paul Beck, Financial Advisor, with mentor, Nick Murray, author of "Simple Wealth, Inevitable Wealth" in the Big Apple (NYC) September 2024

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Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

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