Seven Bridges Wealth Advisors announced it is launching as a full-service independent firm, marking a significant transition from its previous affiliation with Ameriprise Financial. The advisor-owned and led practice previously managed $1 billion in total client assets and will now operate under a multi-custodial model, leveraging NewEdge Advisors as its platform partner.
The move to independence follows months of internal discussions among the leadership team, including 30-year industry veteran Dave Mazzetti. The firm said the transition positions it to better adapt to evolving client expectations and industry dynamics while expanding its wealth management capabilities through enhanced technology, infrastructure and flexible solutions.
By partnering with NewEdge Advisors, Seven Bridges gains access to broader operational support and advanced planning tools while maintaining the flexibility of an open-architecture framework. The firm said this structure allows it to move beyond reliance on a single back-office provider without compromising the support required to serve clients effectively.
Seven Bridges offers a comprehensive suite of services, including investment and retirement planning, insurance, employee benefits, income tax management, budgeting and cash flow planning, legacy and estate planning, and charitable giving strategies.
The practice has been named to the Forbes Best in New York Wealth Management Teams list for 2023, 2024, 2025 and 2026, based on rankings developed by SHOOK Research. The firm emphasized that the recognition reflects both qualitative and quantitative factors and is not indicative of future performance.
Founded as an independent wealth management firm with a family office approach, Seven Bridges operates offices across Lower Westchester and into the Hudson Valley, including White Plains, Goshen, Poughkeepsie, Wallkill and Albany.
KEY QUOTES
“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. 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.”
Max DiSesa, CFP®, Managing Partner, Seven Bridges Wealth Advisors
“Becoming an independent firm enables Seven Bridges Wealth Advisors to address the increasingly complex wealth management needs of our clients. 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.”
Joseph Femia, Managing Partner, Seven Bridges Wealth Advisors
