WHO WE ARE

Our Greatest Success Lies in Helping You Achieve Yours

There is no shortage of wealth management teams out there, but there’s a reason our clients choose to work with Onyx Bridge. They want someone with expertise — but they also want a team that’s open to innovation and leveraging new technology.  They want to see a focus on the long term success of their accounts — but they also want someone to get to know the person behind the investment account. They want a true partner, and that’s what we strive to be.

WHAT WE DO
Wall Street Skills Without The Tie

We combine years of Wall Street experience with an innovative, technology-driven approach. With every client, we curate a tailored mix of investments to achieve your financial goals. We listen to your needs and goals, then we create a diversified asset allocation plan based on market perspective, risk tolerance time horizon, tax situation, and return expectations.

WHY WORK WITH US
A Forward-Thinking Approach

We carefully consider the most recent advancements in technology, deciding when it is prudent to leverage tech products to identify opportunities and quickly respond to market trends.