Northbridge Group - RBC Wealth Management

The NorthBridge Group

We’ll help you find your North. Your hopes, your goals, your dreams. And then we’ll help you cross that bridge to get you from here to there.

We are a team of four client-facing professionals, offering you and your family over eighty years of experience in the financial services industry. Our practice is planning-based. We will ask you the most important questions any financial intermediary has ever asked or will ever ask you. And then we listen. Because we care.

With your input, we will create a written, customized wealth plan that will help protect against what can go wrong, in order to acquire the luxury of investing for what can go right. We then employ an investment philosophy with strategies to help you reach your goals. Our guidance is ongoing (on a regular basis and on an as-needed basis). In many, if not most cases, that guidance is multi-generational in nature.

As individual advisors, and as a team, your success is our success. That’s what brings us joy and fulfillment. We’ll help you find your North. And we’ll help you get there from here. As always, we thank you for your trust and your goodwill.

How do you take your coffee?

If something jumps out and grabs you or forces a raised eyebrow or makes you say something like, “Huh? Are they serious? Did they really say that?” then please feel free to contact us. We don’t bite. We’re not here to twist your arm (just the opposite is true).

We're not here to "sell" you something. That’s not what we do or who we are, and we have nothing to sell you or the world except our team.

We can chat by phone or you can stop in for a visit. The coffee is always fresh and the furniture is pretty darn comfy. You have nothing to lose and you may quite possibly learn something new or clear up something that has been on your mind. The worst you will ever do is leave with a very worthwhile book as a parting gift.

Upcoming Events
Previous Events

A Brain's Guide to Resilience in Uncertainty

Mar 26, 2026 09:00 AM Eastern Daylight Time - Mar 26, 2026 11:00 AM Eastern Daylight Time
211 High Point Dr Victor, NY , 14564

Join us for a morning dedicated to understanding and mastering your mind in times of change.
This session will feature guest speaker Kati Livingston, who will present on the neuroscience of what happens in our brains when confronted with uncertainty and provide practical strategies we can use to navigate these challenges effectively.

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