Sevenbridge Financial Group, LLC

SevenBridge Financial Group, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission (SEC), established in August 2015. The firm offers investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, retirement plans, and businesses. SevenBridge acts as a fiduciary to its clients, upholding a duty of loyalty, fairness, and good faith. The firm provides wealth management services, investment management services, retirement plan advisory services, and financial planning services. Clients may receive comprehensive financial planning and consulting services, discretionary management of investment portfolios, and access to a broad range of investment products. The firm does not charge performance-based fees and primarily uses fundamental analysis in developing investment strategies. SevenBridge may utilize third-party sub-advisors for asset management services and back-office support. The firm recommends establishing accounts with Charles Schwab & Co., Inc. or Fidelity Clearing & Custody Solutions as qualified custodians. Clients are billed based on a fee schedule ranging from 0.80% to 1.50% of assets under management for wealth management services. The firm does not have a minimum relationship size requirement. The firm's Managing Partner and Chief Investment Officer, Charles R. Eberly, and Managing Partner and Chief Financial Officer, Justin A. Ferraccio, have extensive backgrounds in finance and are dedicated to providing investment advisory services to clients. The firm has a Privacy Policy in place to protect clients' personal information and maintains security measures to safeguard data. Clients can limit the sharing of their personal information for certain purposes. SevenBridge does not sell personal information to third parties and does not disclose information for marketing purposes.