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Wealth Management
Help increase tax savings with wealth management solutions

Sunbridge Management can manage wealth more effectively with tax-advantaged, retirement, and college­ savings solutions.


Sunbridge Management, Inc. has been working with individuals, families and businesses for over 22 years. Gerald Dewes is the founder and managing principal of Sunbridge Management Incorporated an Independent Financial Advisory firm. Sunbridge Management Incorporated has assembled a strong team of specialists which offers a comprehensive array of Wealth Management Services. The disciplined institutional approach has been results driven and is designed to provide world-class results coupled with world-class service.

Tax-advantaged solutions

529 College Savings Plan*
Retirement services for small and large businesses
Annuities- Variable, Fixed and Immediate***


This material does not constitute individualized legal, tax or investment advice. Please consult with your legal, tax or investment advisor before making any decisions.
*The 529 College Savings Plan distributed by Sunbridge is administered by outside Investment Management and was created under the provisions set forth in section 529 of the Internal Revenue Code by the Kansas Legislature.
**The Fund for Charitable Giving has entered into service agreements with certain affiliates of The Charles Schwab Company, which are an independent nonprofit organization.
***Gerald R. Dewes, a licensed insurance agent, offers insurance products that are issued by non-affiliated insurance companies.

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IMPORTANT DISCLOSURES

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

Securities and broker dealer services offered through Cadaret, Grant & Co., Inc. Member FINRA/SIPC.
Sunbridge Management, Inc. is a SEC Registered Investment Advisory firm.
Cadaret, Grant and Sunbridge Management are separate entities. 

This communication is strictly intended for individuals residing in the state(s) of CA, NY, PA and TX. No offers may be made or accepted from any resident outside the specific states referenced.


This communication is strictly intended for individuals residing in the state(s) of CA, NY, PA and TX. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.