Northbridge Wealth, announced the establishment of its new office located in Chapin, South Carolina. This milestone is a commitment by Northbridge Wealth in its mission to provide wealth management strategies and consulting services of the highest standard to clients throughout South Carolina.
In October of 2020, Northbridge Wealth, led by Matthew Miller, CFP, CLU, CFBS merged with Michael O’Shaughnessey’s PIA Financial and subsequently acquired Wilson Financial Group from local advisor James “Skip” Wilson. Advisor Michael O’Shaughnessy will be leading the effort in Chapin to deliver on Northbridge Wealth’s promise to provide clarity and education to empower others to make great business and financial decisions. Prior to the merger with Northbridge Wealth, Mike was the principal and owner of PIA Financial located in Columbia, SC. Mike has been living in Chapin for over 15 years with his wife and three daughters.
Joining Mike in the Chapin office is Registered Sales Assistant Ann Overcash. Ann joined Northbridge Wealth in 2020 and previously held positions with Wilson Financial Group LLC. and A.G. Edwards & Sons as a financial advisor and registered client associate. Equipped with a vast knowledge of investments, Ann assists by servicing clients as well as managing the daily operations of the Chapin office. She holds a bachelor’s degree in Finance from Western Carolina University and has called Chapin home since 2011.
Together Mike and Ann will work closely with clients to offer customized personal and business insurance as well as investment products to fit their needs and objectives. Northbridge’s experienced professionals will provide a customized comprehensive strategy for each client or business which takes into consideration their phase of life and personal financial goals. By working with the knowledgeable staff at Northbridge Wealth, clients can take meaningful, manageable steps toward developing an integrated strategy to help their clients achieve their financial goals.
Contact the Chapin office to schedule an appointment and begin the process of building your financial future. To learn more about Northbridge Wealth, visit http://www.northbridgewealth.com/ and find them on Facebook for more information.
About Northbridge Wealth
Northbridge Wealth specializes in designing and implementing financial plans for businesses and families. Our objective is to protect our client’s wealth while accumulating it and to preserve wealth while distributing it by implementing strategies designed to hedge against market risk, low interest rates, longevity and future tax liabilities.
To learn more, visit www.northbridgewealth.com Securities, investment advisory and financial planning services are offered through qualified registered representatives of MML Investor Services, LLC Member SIPC. Supervisory Office: 665 N. Academy Street, Greenville, SC 29601 Phone: (864)302-8384. Northbridge Wealth is not a subsidiary or affiliates of MML Investors Services, LLC, or its affiliated companies. CRN202302-278326