YorkBridge Wealth Partners

We are excited to share the news that we have merged our firm with Beacon Pointe Advisors! For future updates from our YorkBridge advisory team, please like/follow the Beacon Pointe page!

Beacon Pointe Enters NY with $1B YorkBridge Wealth Partners Acquisition Beacon Pointe Advisors closes its largest acquisition of year in New York City and Bridgehampton, N.Y.

We can't believe that it has already been 6 years of a successful partnership together! Happy six-year anniversary to Carrie Gallaway, CFP®, CeFT®, Andrew Stern and all our friends at YorkBridge Wealth Partners! We wish you all a happy anniversary as we look forward to celebrating many more years of progress and growth together.

Our advisors are independent, but not alone. YorkBridge Wealth Partners is .

The dreaded year-end review. Do you wonder what to talk about with your Financial Advisor? Well, it's not just about the numbers! Your Financial Advisor should help you dive into these insightful topics:
👍 Understanding what you have now.
🎯 Knowing why you have it.
❤️ Seeing how it will support you.
⭐️ Recognizing what it provides for you going forward.

Performance is not the only issue when working with a financial advisor. With the wrong relationship, your experience may cause you to avoid managing your money. The financial industry was created to appeal to men. As a result, women have endured and often tolerated their experience working with a financial advisor, but those days are over!

Are you getting what you deserve and want, or are you simply tolerating the financial experience? We want to make your journey towards financial confidence one that is positive, enjoyable, and empowering where you learn to thrive as a woman fully engaged in her financial life.

Your Life Purpose = Your Purpose for your Money
For many women, understanding your purpose for your money can be the key to becoming more engaged in managing your investments. While financial goals are essential, they are often too linear, impersonal, and can feel restrictive. When you understand your life's purpose, usually includes the most important things to you, then the purpose for your money becomes clear. This clarity creates incredible motivation, inspiring you to become more engaged in your financial life. At YorkBridge Wealth Partners, money management starts with your life purpose.

Do you have questions about Long Term Care or Life Insurance? COVID-19 has forced carriers to make changes. Join Carrie Gallaway and Danielle Kirschner for an interactive discussion on July 15th at 1pm.

Register here:
https://us02web.zoom.us/meeting/register/tZAsfuurpz0uHtbArGSkZn7fpfCGcv_KAtss

Our team at YorkBridge Wealth Partners wishes you a wonderful Father’s Day!

Avoiding your finances during this uncertain time is not going to change anything. Do not wait for “things to turn around.” It’s time to create your customized financial road map for financial success now and in the future.

Join Carrie Gallaway and Eva Nagy, Body and Health Coach, for a virtual discussion on how to move from Surviving to Thriving with your financial and physical health on June 25th from 7:30-8:15 PM. Eva will conclude the event with a guided meditation. Register today: https://bit.ly/3fvVhRT!

Do your parents need assistance with their finances? Our team of advisors can help you with communication, gathering information, and setting a financial plan.

How to Help Your Parents With Their Finances Amid Coronavirus As coronavirus restrictions in the U.S. go into their third month and many elderly continuing to stay inside, some may be asking their adult children to help with financial chores. Here’s a guide on how to respond.