WealthBridge Capital Management serves you as a fully independent registered investment advisor. Our deepest commitment is to put your interests first. Always.
Why We Stand Out
At WealthBridge Capital Management, you can count on a uniquely comprehensive and trusted partnership. It begins with your earning years, lasts throughout your retirement, and provides guidance for the next generation. And because we concentrate exclusively on retirement issues, our skills, technologies, and insights are always at the forefront of industry knowledge.
Wall Street Proficiency + Main Street Principles
With decades of experience, our financial skills are more than equal to those of the finest national advisory firms. But our values are solidly rooted in a commitment to unbiased advice without any Wall Street-type conflicts of interest. You get the best of both worlds.
Closely Connected to Your Concerns
Your individual and family goals are what guide us. We’re caring, responsive, and attuned to both your short- and long-term needs, as well as your risk tolerance and legacy concerns. To keep everything on track, we touch base with you at least once a quarter, if not once a month.
Reliable Retirement Safety Net
Our principals teach classes about successful retirement at Otterbein University. So you can be confident they have the specialized expertise to help you effectively plan and implement your personal retirement safety net.
Diligently Managed Investment Strategies
Your personal portfolio is custom-built to capture the returns you need to achieve your goals. We methodically manage your investments, attend to tax efficiencies, and prepare you for times of market volatility. And your portfolio is adjusted continually to keep you on track.
Comprehensive Client Value
Your organization, education, planning, and investment needs are all addressed through our uniquely comprehensive Wealthspan Analysis—so you can enjoy the retirement lifestyle of your dreams while preserving wealth for generations to come.