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Eric Thurber, Fred Molfino, and Brett Sharkey today announced the creation of Three Bridge Wealth Advisors (Three Bridge), a new independent financial advisory firm located in Menlo Park, CA. All will serve as Managing Directors of the new company.
The principals of Three Bridge previously represented The Venture Group at Morgan Stanley Smith Barney. There, the team and its associates advised on more than $740 million in assets for the venture capital and private equity communities in and around Silicon Valley.
“The independent structure is the best way we know to serve the unique investment needs of our extraordinary clients,” said Mr. Molfino. “As a boutique firm, Three Bridge is in a position to provide a level of service that’s simply not attainable at a larger wirehouse brokerage.”
The team has specialized in providing institutional services to venture capital and private equity firms, including distribution management, restricted stock sales and settlement, 10b5-1 plans, hedging, and monetization. The Three Bridge founders have expanded their practice over time to include personal wealth management services to the individuals of the community, with an emerging focus on retirement plan services. Defined contribution and defined benefit plans will be a particular specialty for the new firm.
“We’ve been keenly focused on this market for the last ten years, and we understand the complexity of the investment planning process for the families and for the individuals” says Mr. Thurber. “The special value we bring is a comprehensive, value-based approach to wealth planning that consists of a well-defined process and a fully-collaborative team effort, or what we call “holistic wealth advising.”
Three Bridge has chosen to custody its client assets with Charles Schwab & Co., the leading provider of custodial, operational, and trading support for more than 6,000 independent fee-based investment advisory firms.
“Everything about Three Bridge has been carefully thought out, and every decision has been made with an eye toward providing exceptional service for clients, including the choice of custodian,” says Sharkey. “We decided on Schwab because they bring a level of service, integrity, and security that we feel is unsurpassed in the industry. Our independence together with their strength, scale, and industry leadership makes for a powerful combination.”
Three Bridge has established its office at 2180 Sand Hill Road, Suite 400, Menlo Park, CA.
About Three Bridge Wealth Advisors
Three Bridge Wealth Advisors (threebridgewa.com) is an SEC-registered investment advisory firm serving the wealth planning needs of high net worth individuals and families. Located in the heart of Silicon Valley, the firm has extensive experience providing wealth management and specific services that support the venture capital and private equity community. For more information on Three Bridge Wealth Advisors, please visit the website or call 650 433 3500.
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