Jeffrey McDonald bio headshot
Jeffrey McDonald
Founder, Greenbridge Wealth Management Registered Investment Advisor
Kathy Schembs bio headshot
Kathy Schembs
Registered Investment Professional
Lisa Postoskie-Sodaro bio headshot
Lisa Postoskie-Sodaro
Senior Client Services Advisor
Jack Mangiafico bio headshot
Jack Mangiafico
Branch Associate
Yasmin Bakhtyari bio headshot
Yasmin Bakhtyari
Branch Associate

Invest with experienced guidance

Preserving capital and managing risk are two important objectives for investors, and in today’s global economy, they can be more challenging than ever. Over the years, I’ve had the privilege of helping clients manage the complexities of their wealth through carefully constructed portfolios and a strategic combination of traditional and more sophisticated investment alternatives.

We can offer you an array of personalized investment services, support and guidance that can help make a positive difference as you pursue your financial goals.

Services we offer

Business Planning

You understand all too well the effort that goes into creating a successful business. It is no surprise that a successful transition – whether it be selling all or part of your business or passing it on to an heir – requires substantial work as well.

Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Business Owners

Business Owners

07/02/2020
Unique solutions for business owners and entrepreneurs.
Niches
Corporate Retirement Plans

Corporate Retirement Plans

07/01/2020
Helping you establish and oversee a variety of plans
Niches
Endowments & Foundations

Endowments & Foundations

06/30/2020
Delivering strategic solutions to support and sustain the mission of your foundation
Niches
Families & Individuals

Families & Individuals

06/29/2020
A pragmatic approach to wealth management
Niches
Women Investors

Women Investors

06/28/2020
Understanding the challenges women face and how to help.
Niches

News & resources

With “Business as Usual” Gone, Leaders Lean Into Technology

With “Business as Usual” Gone, Leaders Lean Into Technology

08/06/2020
For business owners, staying flexible and future-focused can help retain talent and promote productivity in this challenging environment.
Business Ownership
Revive Your Retirement Savings

Revive Your Retirement Savings

08/05/2020
11 ways to step closer to the future you envision.
Retirement & Longevity
Is It Time for a Change of Plan?

Is It Time for a Change of Plan?

08/04/2020
Medicare open enrollment provides the opportunity to pair coverage with life’s changes.
Retirement & Longevity
Your Post-CARES Act Guide

Your Post-CARES Act Guide

08/03/2020
Explore the act’s impact on year-end planning.
Retirement & Longevity
Second Quarter GDP Reflects Early Pandemic Response

Second Quarter GDP Reflects Early Pandemic Response

08/03/2020
The latest GDP figures show the worst single-quarter U.S. economic contraction in over 70 years.
Markets & Investing
COVID-19 360: Webinar Replay

COVID-19 360: Webinar Replay

08/03/2020
Chief Investment Office Larry Adam and other Raymond James investment thought leaders hosted an informational event discussing the impact of the coronavirus on the markets.
Markets & Investing
The GDP Arithmetic

The GDP Arithmetic

07/31/2020
Chief Economist Scott Brown discusses current economic conditions.
Economy & Policy
Congress, Not Just the President, Shapes Future Legislation

Congress, Not Just the President, Shapes Future Legislation

07/31/2020
While public focus remains largely on the presidential race, Washington Policy Analyst Ed Mills reminds investors that congressional outcomes are just as impactful for future regulatory changes.
Economy & Policy
Weekly Investment Strategy

Weekly Investment Strategy

07/31/2020
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Weekly Market Snapshot

Weekly Market Snapshot

07/31/2020
Chief Economist Scott Brown discusses the latest market data.
Economy & Policy
Weekly Market Guide

Weekly Market Guide

07/31/2020
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy.
Markets & Investing
The Unofficial Guide to American Snowbirds

The Unofficial Guide to American Snowbirds

07/30/2020
Yearning for warmer winters? Think about what it'd mean to leave your nest – temporarily – and establish a new one.
Retirement & Longevity
Price is what you pay. Value is what you get.
Warren Buffett
Connect with us

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. GreenBridge Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.

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