Seven Bridges Wealth Advisors

Seven Bridges is a team of financial advisors and staff that aims to provide an extraordinary wealth management experience with a family office approach. We were named after the seven bridges that span the Hudson valley, Catskills, to Manhattan. Not only is that the primary demographic we service, but there are also seven areas of comprehensive financial planning per the CFP board of standards. Our mission is to help bridge our clients to each one of those areas, and assist them to get from where they are to where they want to go. Focusing on investment & retirement planning, insurance & employee benefits, income tax management, budgeting and cash flow, legacy & estate planning, philanthropy & charitable giving.