swerner@twinbridgellc.com      wcook@twinbridgellc.com

Cell: 610-613-3432                    Cell: 610-212-3800

Office: 610-688-6661

Copyright 2015© Twinbridge Financial Consulting, LLC 

Client Commitment

It's the personal approach that counts

Maintain your lifestyle while providing for your legacy.

Your decisions today effect your tomorrows

 

Our economy is forever changing and there is a revolving door as asset classes that come in and out of favor.  Twinbridge places an emphasis on financial institutions that have a highly qualified research team to support the portfolio decisions of the investment committee.

Experience

Twinbridge offers financial consulting services to high net worth clients in the greater Philadelphia area.  It is registered with the Common Wealth of Pennsylvania and continues to to pride itself on unparalleled personal attention to each client.  




As a committed client advocate, Twinbridge welcomes clients in every stage of life and is especially sensitive to those in transition due to divorce, retirement, widowhood, or "sudden wealth" including inheritance, sale of a property and settlements.

​Relevant Reading

Stocks for the Long Run 5/E

The definitive guide to financial market returns and long-term investment strategies.

Jeremy J. Siegel

The Intelligent Investor

This classic text is annotated to update Graham's timeless wisdom for today's market conditions.

Benjamin Graham, Warren E. Buffett

Handbook of Fixed Income Securities 8/E

"The most trusted resource in the world for fixed income investing."

Frank J. Fabozzi, Steven V. Mann

What Really Matters

Research, research, research

About Us

Our Audience: Individuals, Families, Trusts Non-Profit Institutions and 401(K) Plans

"Our primary goal continues to focus on your financial needs and partnering with you to select an investment manager whose goals are most closely aligned with yours. Twinbridge is proud that clients repeatedly seek guidance and assistance with all of their financial matters.  The highest endorsement of the Company comes when clients recommend our services to others."  Susan Werner


Education is Key


Meetings are structured to build on your knowledge within the financial arena. As part of on-going education, you are invited to interesting annual seminars.

“A year from now you may wish you had started today.” ― Karen Lamb

Susan S. Werner, President, built a strong reputation in the financial arena throughout her 17 year career.  Prior to founding Twinbridge in 2000, she held the position of Vice President and Marketing Director for The Haverford Trust Company.  Susan served as Director of Endowment Services, Director of Corporate Giving and was responsible for all aspects of marketing.  Additionally, she served as Vice President of Radnor Research & Trading Co. focusing on marketing  and new client development.  Susan holds the Series 7 and Series 63 FINRA licenses and is a member of the Fund Raising Council of Greater Philadelphia.  A graduate of St. Joseph's University, she is a life-long member of the Greater Philadelphia community and is committed to area non-profits.  Susan served on the Board of the Philadelphia Antiques Show and the Devon Horse Show Foundation. Volunteer activities include: Anges Irwin School, Children's Hospital pf Philadelphia, Community Coalition, Devereux, Montgomery School and St. David's Episcopal Church.  


Wendy Cook, CFP®, Marketing Director, joined Twinbridge in 2016 with an impressive 18 year career in the financial industry. She directs the marketing efforts including new client development and social media and web site management. Prior to joining Twinbridge, Wendy served as a Senior Investment Officer at The Haverford Trust Company followed by a 10 year career holding the position of Institutional Sales and directing back office operations at Radnor Research & Trading. Wendy currently holds the Series 24, 7, 66 and is a CFP® professional.  A honor graduate from University of Richmond, she is active in the non-profit community including St. David's Church, Wayne, PA.  She continues to serve as captain of the Merion Cricket Club field hockey team and serves as Director of Communications for the Devon PTO.