Hardworking Money Management

You work hard to earn it. We’ll work hard to grow and protect it. 

WHY SEVENBRIDGE?

Your needs are personal. Our approach is personalized.

There’s nothing one-size-fits-all about the way we manage your money. We get to know your priorities, lifestyle, and desired outcome and assemble the strategy and team to meet each one. Then we help you navigate life, business, and market changes to keep moving forward with confidence. 

With a fee-only structure, our advice is unbiased and control of your money always remains with you.
Our services
WE BUILD BRIDGES

Between where you are and where you want to go.

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Samantha Vohnhale

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Wilson Tomales

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Tammy Georgeon

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Emily Camphon

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Cassie Shamath

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Meet the Sevenbridge Team

Outcomes excite us. But it’s people that drive us.

Our integrated team of specialists use objective expertise to serve your unique needs.