Private Wealth Management for High-Net-Worth Families
NorthBridge Wealth Management provides investment management and financial planning services tailored to the needs of high-net-worth individuals and families. We work with clients to build structured strategies aligned with their goals, risk tolerance, and long-term financial objectives.
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Comprehensive advisory services for high-net-worth individuals and families.
Wealth Management
Discretionary portfolio management designed to support long-term growth, risk management, and wealth preservation objectives.
Personalized Financial Planning
Customized financial planning guidance based on your goals, time horizon, income needs, risk tolerance, and broader financial picture.
Legacy & Charitable Planning Coordination
Guidance around estate, legacy, and charitable planning objectives, coordinated with your legal and tax professionals when appropriate.
Meet the Founder
Maximilian Cavallo, CFP®
Founder & Chief Compliance Officer
Maximilian Cavallo is the Founder and Chief Compliance Officer of NorthBridge Wealth Management LLC. He has over a decade of experience across wealth management, financial advisory, investment research, and financial services compliance.
Prior to founding NorthBridge, Max held roles at Needham & Company, Morgan Stanley, JPMorgan Chase & Co., and US Securities Int’l Corp. He earned his MBA from NYU Stern School of Business and his BA from Temple University.
Max founded NorthBridge to provide structured, personalized financial guidance to high-net-worth individuals and families. The firm offers financial planning and discretionary portfolio management designed to align investment decisions with each client’s goals, risk tolerance, and long-term financial needs.
Our Methodology
Strategic Private Wealth Management Planning for Your Financial Landscape
Financial planning is not a one-size-fits-all process. At Northbridge Wealth M, our private wealth management approach begins with a clear understanding of your personal circumstances, investment objectives, risk tolerance, and long-term goals. We use that information to develop a disciplined advisory strategy designed to align investment and planning decisions with your overall financial picture.
Let’s Build Your Financial Strategy
Ready to discuss your goals? Contact NorthBridge Wealth Management to request a confidential consultation.
Submitting this form does not create an advisory relationship. Please do not include sensitive personal, financial, or account information. Advisory services are provided only after required disclosures are delivered and a written advisory agreement is executed.