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

The Fiscal Policy Outlook

The Fiscal Policy Outlook

01/22/2021
Chief Economist Scott Brown discusses current economic conditions.
Economy & Policy
Weekly Investment Strategy

Weekly Investment Strategy

01/22/2021
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Weekly Market Snapshot

Weekly Market Snapshot

01/22/2021
Chief Economist Scott Brown discusses the latest market data.
Economy & Policy
Opportunity Blooms in Tax Season

Opportunity Blooms in Tax Season

01/22/2021
Whether you get a refund or end up owing, you have options.
Tax Planning
Weekly Market Guide

Weekly Market Guide

01/22/2021
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy.
Markets & Investing
Will This Be Another Strong Year for Stocks?

Will This Be Another Strong Year for Stocks?

01/21/2021
Surprisingly, U.S. equities notched strong annual growth in 2020. Will domestic and global financial markets push even higher in 2021?
Markets & Investing
2021 Outlook: A Return to Normal? [INFOGRAPHIC]

2021 Outlook: A Return to Normal? [INFOGRAPHIC]

01/20/2021
Review this visual summary of the Raymond James Investment Strategy Committee’s outlook for investors in the coming year.
Markets & Investing
Have You Hired the Right Tax Accountant?

Have You Hired the Right Tax Accountant?

01/20/2021
Five signs you’ve chosen the right accountant; two signs that suggest proceeding with caution.
Tax Planning
So Many Variables

So Many Variables

01/19/2021
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
The Inflation Outlook

The Inflation Outlook

01/15/2021
Chief Economist Scott Brown discusses current economic conditions.
Economy & Policy
Weekly Investment Strategy

Weekly Investment Strategy

01/15/2021
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Weekly Market Guide

Weekly Market Guide

01/15/2021
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy.
Markets & Investing
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.

© 2021 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use