GOALBRIDGE WEALTH MANAGEMENT, LLC

Overview

Goalbridge Wealth Management, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual principal. The firm advises both individual and family clients as well as some institutional relationships, operating primarily through fee arrangements that include a percentage-of-AUM component and fixed fees. Its advisory practice centers on financial planning and portfolio management for individuals and small businesses. Goalbridge is not identified as an ESG-focused investor and does not report multi-state adviser status. Investment activity is centered on pooled public funds and mutual funds as the primary building blocks of client portfolios, with discretionary management covering the bulk of client assets. The firm also works with third‑party managers when seeking exposure to real estate alternatives and uses annuities as part of certain client allocations where income or guarantee features are important.

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Public Holdings

Investments & Alternatives

Location & Offices