Maintain your lifestyle while providing for your legacy.
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.
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.
The definitive guide to financial market returns and long-term investment strategies.
Jeremy J. Siegel
This classic text is annotated to update Graham's timeless wisdom for today's market conditions.
Benjamin Graham, Warren E. Buffett
"The most trusted resource in the world for fixed income investing."
Frank J. Fabozzi, Steven V. Mann
"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
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
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.