Check this space often for new
virtual events and workshops.

Our founder, Bill Greenfield, leverages his passion for financial education with his 30-plus years of focused experience to give people the tools and information they need to confidently take an active role in securing their own financial security. This spirit of education is at the core of everything we do at Wealth Bridge Advisory for our clients and community at large.

That’s why we offer a series of free online community workshops to educate people on a range of relevant industry topics.