Seven Bridges Wealth Advisors Transitions to Independent Full-Service Firm

Seven Bridges Wealth Advisors Transitions to Full-Service Independent Firm

Seven Bridges Wealth Advisors, previously operating under Ameriprise Financial, has announced its transition to a fully independent firm, enhancing its wealth management capabilities. With approximately $1 billion in controlled client assets, the firm is now set to provide an extensive array of services, ensuring a sophisticated and personalized experience for its clientele.

Max DiSesa, the Managing Partner, expressed the firm’s pride in this transition, stating, "After careful consideration and months of strategic planning, our team realized that independence would allow us to adapt to the shifting financial landscape and meet client expectations effectively." The move represents a significant investment in the future of Seven Bridges, focusing on delivering a modern, world-class approach to wealth management and financial planning.

The independent structure empowers Seven Bridges to offer an open-architecture model, collaborating with leading financial service institutions. Partnering with NewEdge Advisors acts as a catalyst, providing advanced operational support and innovative tools that better position the advisors to visualize and strategize client financial futures more effectively.

Clients can now access a comprehensive suite of services including investment and retirement planning, insurance solutions, management of employee benefits, income tax strategies, budgeting, cash flow management, estate planning, and charitable contributions. This diverse offering aims to cover the increasingly complex financial needs of clients, which Joseph Femia, another Managing Partner, emphasizes: "Our independence allows us to respond to our clients' unique challenges with improved infrastructure and flexible solutions."

The firm has received recognition as one of Forbes’ Best Wealth Management Teams in New York for four consecutive years (2023-2026). This accolade underlines Seven Bridges’ commitment to excellence in client service, where every decision made is based on the trust clients place in the team.

Seven Bridges Wealth Advisors embodies a family-office approach to wealth management. Catering to clients across multiple regions from White Plains to Albany, the firm is focused on creating extraordinary client experiences tailored to their unique financial situations. As they embark on this new chapter, Seven Bridges is poised to leverage its independence to not only enhance client satisfaction but also set new benchmarks in the wealth management industry.

For more information about their services and vision, clients and interested parties are encouraged to visit their official website at www.sbwa.com.

About Seven Bridges Wealth Advisors

Seven Bridges Wealth Advisors is an independent wealth management firm dedicated to providing an extraordinary wealth management experience, leveraging both expertise and innovative technology. Their commitment to their clientele is built on trust, integrity, and a wealth of knowledge, fostering lasting relationships that prioritize client goals and aspirations. With offices strategically located throughout lower Westchester and into the Hudson Valley, the firm is readily available to meet client needs in today’s dynamic financial environment.