Onyx Bridge Wealth Group
Onyx Bridge? It may not sound like a financial institution. We hope not. Because we’re not like any other financial planners out there. The name of our firm emerged as our team drilled down to the essence of who we are and what we want to provide for our clients. We are, at our core, builders of authentic relationships. We are connectors. We connect to our clients on a personal level, and then we connect our clients to their financial goals. We unearth what truly matters to our clients and offer real, deeply intentional financial planning advice on how to get there. Disclosures- Advisory services offered through Onyx Bridge Wealth Group, LLC (“OBWG”) a registered investment adviser. OBWG is registered as an investment adviser with the SEC and only conducts business in states where it is properly registered/notice filed or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability- Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any topics discussed. All expressions of opinion reflect the judgment of the authors on the date of the post and are subject to change. All investments and investment strategies have the potential for profit or loss- Content should not be viewed as an offer to buy or sell any of the securities mentioned or as personalized financial advice. Legal and tax advice is general in nature. You should always consult an attorney or tax professional regarding your specific legal or tax situation. OBWG is not engaged in the practice of law- Hyperlinks on our posts are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.
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Verified contacts
18
available on Kipplo
LinkedIn employees
29
11 to 50 range
Open roles
—
no listings
Distinct roles
11
indexed titles
Tech stack
1
tools in use
Monthly traffic
11
organic / mo
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Decision-makers and verified team members
18 contacts with verified email or phone · masked until revealed.
- SP
Stephanie Poche
Director of Operations · Operations
EmailPhone - AT
Al Tocman
Private Wealth Advisor · Finance & Accounting
EmailPhone - DO
Daniel Oshea
Private Wealth Advisor · Finance & Accounting
EmailPhone - DR
David Ringler
Private Wealth Advisor · Finance & Accounting
EmailPhone - JS
Jeremy Schlanger
Investment Manager · Finance & Accounting
EmailPhone - JM
Joseph Madio
Private Wealth Advisor · Finance & Accounting
EmailPhone - KC
Kevin C. Moody
Senior Wealth Advisor · Finance & Accounting
EmailPhone - NT
Nancy Tolli
Client Service Specialist · Customer/Client Service
EmailPhone - OE
Owen Evans
Wealth Management Advisor · Finance & Accounting
EmailPhone
Showing 9 of 18 verified contacts
Top roles at Onyx Bridge Wealth Group
11 distinct titles indexed · top 10 shown.
- 6private wealth advisor
- 1client service specialist
- 1client services manager
- 1director of business development
- 1director of operations
- 1financial advisor
- 1financial services intern
- 1investment manager
- 1principal
- 1senior wealth advisor
- +1more titles
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