Family financial planning documents on a desk

Financial and estate planning

ParkBridge Wealth Management

Woodbury, New York

About ParkBridge Wealth Management

Wealth management firm offering estate planning and a legacy/charitable-giving framework, led by an advisor active in Jewish philanthropy, per its own site. Verified: business name and phone confirmed on the business's own website https://www.parkbridgewealth.com on 2026-07-08.