OUR EXPERIENCE, SKILLS & EXPERTISE
Our team is dedicated to helping you stay compliant, make informed decisions, and achieve sustainable growth with confidence.
40+
years of combined experience
500+
clients serviced across our careers
100%
committed to exceptional quality
24 hrs
average response time
2
spoken languages: English/Spanish
ABOUT US
NorthBridge Advisors is a team of seasoned tax advisors specializing in high-net-worth individuals, families, and closely held businesses.
Founded by former leaders from top national firms, we combine deep expertise in international taxation, wealth preservation, and IRS matters with truly personalized service.
At NorthBridge Advisors, we focus on understanding your unique needs—whether navigating cross-border assets, family wealth transfers, or complex tax scenarios—and transforming them into clear, actionable strategies.
Every aspect of our practice, from our Spanish-language capabilities to our proactive approach, is designed to safeguard your financial future with the care and attention it deserves.
OUR VALUES
Client-Centric Service
Your success is our top priority
Forward thinking
Proactive strategies to minimize risks and maximize opportunities—today and tomorrow
Uncompromising Integrity
We uphold the highest ethical standards, because your trust is non-negotiable
Excellence
Precision in every calculation, strategy, and compliance detail
Team work
Leveraging our collective expertise to deliver seamless, strategic solutions
HOW WE WORK
Consultation
We listen to your needs and assess your tax situation.
Strategic Planning
We craft a tailored tax strategy to optimize savings and compliance.
Implementation
We execute your plan with accuracy and efficiency.
Ongoing Support
We provide continuous guidance to adapt to your evolving needs.