WHITE PLAINS, New York, February 24, 2026
Executive Summary
Seven Bridges Wealth Advisors has formally launched as a full-service independent wealth management firm, transitioning from its prior affiliation to operate as an advisor-owned and led platform with multi-custodial capabilities. The firm, which previously oversaw approximately $1 billion in total client assets, will partner with NewEdge Advisors as its platform provider. According to firm leadership, the move is designed to expand operational flexibility, enhance technology infrastructure, and broaden the range of wealth management solutions available to clients across the Hudson Valley and Lower Westchester regions. The transition marks a structural shift intended to position the firm for evolving client expectations and increasing complexity in modern financial planning.
Key Announcement Details
- Announcement Classification: Corporate launch and operating structure transition
- Firm Name: Seven Bridges Wealth Advisors
- Launch Status: Operating as a full-service independent wealth management firm
- Launch Date: February 24, 2026
- Headquarters: White Plains, New York
- Regional Coverage: Lower Westchester and Hudson Valley, New York
- Office Locations: White Plains, Goshen, Poughkeepsie, Wallkill, Albany
- Ownership Structure: Advisor-owned and advisor-led
- Governance Model: Partner-directed leadership and strategic control
- Former Affiliation: Ameriprise Financial
- Client Asset Base at Prior Firm: Approximately $1 billion in total client assets
- Transition Structure: Move from single-provider affiliation to independent multi-custodial framework
- Operating Model Post-Launch: Open-architecture advisory platform
- Custodial Framework: Multi-custodial
- Platform Partner Selected: NewEdge Advisors
- Platform Function: Operational infrastructure, planning systems, technology integration
- Technology Capabilities Referenced: Advanced planning tools, visualization tools, enhanced wealth management capabilities
- Strategic Objective of Independence:
- Maintain pace with industry change
- Align with evolving client expectations
- Expand flexibility in service delivery
- Broaden access to financial services institutions
- Enhance infrastructure and operational support
- Structural Change Achieved: Freedom beyond a single back-office provider while retaining institutional support
- Service Model Classification: Comprehensive wealth management and financial planning
- Primary Advisory Services Offered:
- Investment Management: Portfolio oversight and asset allocation
- Retirement Planning: Long-term retirement income strategy
- Insurance Planning: Risk protection integration
- Employee Benefits Advisory: Employer-sponsored benefits coordination
- Income Tax Management: Tax-aware financial planning
- Budgeting and Cash Flow Planning: Personal and household liquidity management
- Legacy and Estate Planning: Estate coordination and generational transfer strategy
- Charitable Giving Strategy: Philanthropic planning integration
- Client Segment Served (as stated): Discerning wealth management clients
- Leadership Quoted in Release:
- Max DiSesa, CFP® — Managing Partner
- Joseph Femia — Managing Partner
- Industry Veteran Referenced in Strategic Discussions: Dave Mazzetti (30-year industry veteran)
- Recognition Received: Forbes Best in New York Wealth Management Teams
- Recognition Years: 2023, 2024, 2025, 2026
- Ranking Methodology Provider: SHOOK Research, LLC
- Qualitative Ranking Inputs Disclosed:
- In-person due diligence meetings
- Virtual due diligence meetings
- Telephone due diligence meetings
- Client impact assessment
- Industry experience review
- Review of best practices
- Compliance record review
- Firm nominations
- Quantitative Ranking Inputs Disclosed:
- Assets under management
- Revenue generated for firms
- Ranking Exclusions Disclosed: Investment performance not a criterion
Strategic Transition to Independence
The firm’s leadership described the decision to seek independence as the result of months of strategic evaluation and internal discussion. Managing Partner Max DiSesa, CFP®, noted that the move reflects an effort to align the firm’s operating structure with both industry evolution and client expectations.
“After careful consideration and months of strategic discussions with our entire team, including 30-year industry veteran Dave Mazzetti, we all agreed that seeking independence would enable us to keep pace with the changing industry and client expectations,” DiSesa said. “We are incredibly proud to take this step, as it represents an investment not only in the future of our firm but in our commitment to providing our clients with a modern, world-class wealth management and financial planning offering.”
By launching as an independent firm, Seven Bridges transitions from a single-provider framework to an open-architecture model. Leadership indicated that this structure allows the firm to access broader custodial options, diversified investment platforms, and expanded financial planning tools while maintaining the operational support necessary to serve clients effectively.
Platform Partnership with NewEdge Advisors
As part of its independent structure, Seven Bridges selected NewEdge Advisors as its platform partner. The firm will leverage the NewEdge platform for operational support, technology infrastructure, and planning capabilities.
According to Seven Bridges, the relationship provides access to advanced visualization tools and financial planning systems designed to enhance the client experience. The multi-custodial framework enables the firm to operate with flexibility across investment vehicles and account structures while maintaining centralized operational oversight.
Leadership emphasized that independence does not mean isolation. Instead, the model is designed to combine advisor autonomy with institutional-grade back-office support, enabling the firm to deliver expanded services without compromising operational efficiency.
Expanding Wealth Management Capabilities
Seven Bridges stated that its new structure allows for enhanced service delivery across its comprehensive wealth management offering. The firm provides clients with:
- Investment management
- Retirement planning
- Insurance strategies
- Employee benefits consulting
- Income tax management
- Budgeting and cash flow analysis
- Legacy and estate planning
- Charitable giving strategies
The firm described its model as centered on long-term financial stewardship, integrating planning disciplines across tax, retirement, and estate considerations within a unified advisory framework.
Managing Partner Joseph Femia emphasized that independence enhances the firm’s ability to respond to increasingly complex client needs.
“Becoming an independent firm enables Seven Bridges Wealth Advisors to address the increasingly complex wealth management needs of our clients,” Femia said. “Now, as a truly independent firm, we have the flexibility to serve our clients and do so with improved infrastructure and advanced solutions. We are honored by the trust our clients place in our team. It’s a responsibility we do not take lightly, and the reason behind every decision we make, including our journey to independence.”
Multi-Custodial and Open-Architecture Model
The firm’s transition introduces a multi-custodial operating model designed to expand solution access. Under this framework, Seven Bridges is no longer limited to a single back-office provider and instead operates within an open-architecture structure that supports broader product availability.
Leadership indicated that this shift allows the firm to integrate advanced financial planning technologies and specialized investment capabilities while retaining direct oversight of client relationships.
The multi-custodial approach also supports flexibility in asset allocation, platform selection, and account management. According to the firm, this structure is intended to improve operational resilience and expand the firm’s ability to tailor strategies based on individual client circumstances.
Commitment to Client Experience
Seven Bridges described the launch as a client-centric decision intended to enhance the overall advisory experience. Leadership noted that the firm’s growth trajectory and asset base required an operating model capable of supporting continued expansion while maintaining service quality.
The firm stated that independence provides greater agility in responding to regulatory changes, technological developments, and client service innovations. By combining advisor ownership with institutional infrastructure, Seven Bridges aims to preserve its advisory culture while scaling operational capabilities.
Industry Recognition and Performance
The firm’s transition to independence follows a period of sustained recognition within the New York wealth management market. Seven Bridges has been named to the Forbes Best in New York Wealth Management Teams list for four consecutive years: 2023, 2024, 2025 and 2026.
The Forbes rankings are developed by SHOOK Research using a methodology that incorporates both qualitative and quantitative criteria. According to the ranking methodology, evaluation includes in-person and virtual due diligence meetings, assessment of client impact, industry experience, review of best practices and compliance records, and analysis of assets under management and revenue metrics. Investment performance is not a ranking criterion.
The firm noted that such recognition reflects the consistency of its advisory team and its long-term client relationships across the region.
Regional Office Network and Operating Footprint
Seven Bridges Wealth Advisors maintains a multi-office presence across Lower Westchester and the Hudson Valley, with established locations in White Plains, Goshen, Poughkeepsie, Wallkill and Albany, New York. The firm’s geographic footprint supports direct, in-person advisory engagement while preserving centralized operational coordination across its platform.
The regional office structure enables continuity of service across client households, business owners and multigenerational families throughout the broader New York market. Each location operates under the firm’s unified advisory framework, ensuring consistency in planning methodology, investment oversight and client experience regardless of office location.
The firm’s presence across these markets reflects its long-standing advisory relationships within the region and its commitment to maintaining local accessibility alongside institutional-level operational infrastructure.
Advisor-Owned Leadership and Governance Model
Seven Bridges operates as an advisor-owned and led independent firm, with strategic, operational and client service decisions directed by its managing partners and senior advisory leadership. The governance structure places responsibility for platform development, staffing, technology investment and client strategy directly within the firm’s leadership team.
This ownership model establishes alignment between firm strategy and client outcomes, consolidating accountability within the advisory team itself. Operational oversight, resource allocation and long-term planning are directed internally, supporting continuity of leadership and consistency in service standards.
By maintaining advisor ownership while leveraging external platform support through NewEdge Advisors, Seven Bridges combines institutional infrastructure with direct leadership accountability, preserving autonomy over advisory practices while accessing scalable operational capabilities.
Asset Base and Platform Scale
Prior to its transition to independence, Seven Bridges Wealth Advisors oversaw approximately $1 billion in total client assets at its former firm, Ameriprise Financial. The asset base reflects the firm’s established advisory footprint and the scale of client relationships it brings into its independent structure.
The transition preserves continuity of advisory leadership, service teams and client relationships while repositioning the firm within a multi-custodial, advisor-owned framework. The firm’s existing asset scale supports its expanded infrastructure, platform partnership with NewEdge Advisors, and continued delivery of comprehensive wealth management services across its regional office network.
About Seven Bridges Wealth Advisors
Seven Bridges Wealth Advisors is an advisor-owned and led independent wealth management firm headquartered in White Plains, New York. The firm operates a full-service financial planning and investment management platform serving individuals, families and business owners across Lower Westchester and the Hudson Valley region.
The firm provides integrated wealth management services that include investment management, retirement planning, insurance strategies, employee benefits advisory, income tax management, budgeting and cash flow planning, legacy and estate planning, and charitable giving. Its advisory framework is structured around a coordinated planning model designed to address portfolio construction, income strategy, tax efficiency and multigenerational wealth transfer within a unified engagement.
Seven Bridges maintains offices in White Plains, Goshen, Poughkeepsie, Wallkill and Albany, enabling regional accessibility supported by centralized operational oversight. Prior to its transition to independence, the firm oversaw approximately $1 billion in total client assets at its former affiliation.
The advisory team has been named to the Forbes Best in New York Wealth Management Teams list for four consecutive years — 2023, 2024, 2025 and 2026. The rankings are developed by SHOOK Research using qualitative due diligence assessments and quantitative metrics including assets under management and revenue data. Investment performance is not a ranking criterion.
Additional information regarding the firm’s services and locations is available at www.sbwa.com.
Media Contact
For additional information, visit sbwa.com.
Source Attribution
Source: Company announcement