You are viewing a preview location.
Broker Check

miscellaneous 53 solid

What is WealthBridge?

Wealthbridge is a New England-based financial services firm helping people make educated decisions about their finances and financial wellbeing. We are dedicated to providing objective, holistic, personalized and comprehensive advice to our valued clients.

Why Work With Wealthbridge?

First, our loyalty is to our clients, not any one company, product or strategy. Our role is to serve you, to develop the most appropriate strategy to reach your financial goals and ensure that strategy adapts based on your changing needs.

Our holistic and comprehensive approach not only helps you achieve your goals, but we also do our best to educate along the way. Our goal is for you to have a thorough understanding as to why we’re recommending a strategy, and how that strategy is intended to guide you towards financial independence and success.

Know More


$300M Assets Under Management

Wealthbridge manages more than $300m combined in assets working with over 2,700 households across the United States.


Over 100 Years Combined Experience

Collectively our team has over 100 years of industry experience. As the financial landscape and our client needs have changed, we’ve adapted and guided family wealth through multiple generations.


Qualifications Matter

Wealthbridge advisors hold gold-standard qualifications in Financial Services. Combined, we hold the following designations: CERTIFIED FINANCIAL PLANNER™ Professional, Chartered Financial Consultant, Chartered Life Underwriter, Retirement Income Certified Professional, Accredited Investment Fiduciary, Certified Divorce Financial Analyst, Chartered Financial Analyst, Certified Investment Management Analyst, and Certified Retirement Education Specialist.

--nobutton--

Book your consultation

Schedule Consultation
Our Services

Our Services

Retirement Planning


Investment Management

Risk Management & Insurance Planning


College, Tax & Estate Planning

Small Business Retirement & Group Benefits


Meet the Wealthbridge team

Joshua Paradis, CFP®, RICP®, AIF®

Managing Partner

(401) 882-7292 ext. 103

Joshua.Paradis@MyWealthbridge.com

Joshua is an independent Financial Professional and Certified Financial Planner™ Professional with Equitable Advisors, LLC. He started his career in the financial services industry with Fidelity Investments, after graduating from the University of Tampa in 2004. He quickly developed a passion for helping others achieve their financial goals. Knowing a rigorous training program would greatly benefit his clients, he approached an elite producer to be his mentor. Together they operated and managed a successful practice for nearly eight years, with assets under management exceeding $200MM.

Joshua earned his Certified Financial Planner™ Professional designation in 2008, and has been identified by the Certified Financial Planner Board of Standards as a Subject Matter Expert (SME). This select group consists of an elite panel of professionals and practitioners with expertise in financial planning subjects. The primary responsibilities include exam question-writing and content review for the comprehensive CFP® Certification Examination. He also earned the Retirement Income Certified Professional designation from The American College in 2018. Joshua has been accepted into the NFLPA Registered Player Financial Advisor Program, which is a group of approximately 150 financial advisors in the country. He also specializes in helping small business owners design, implement and enhance qualified retirement plans, including 401(k), Profit Sharing, and Defined Benefit Pension Plans. Business succession and key employee protection are also areas in which he has served as a valuable resource to his clients.

Joshua also enjoys working with individuals and families to provide comprehensive financial planning, retirement, education and estate planning, portfolio management, life, disability and long term care insurance.
Joshua and his wife Kristen live in North Attleboro, with their three children, Jordan, Brady and Kailey. He is an avid softball player, and devoted fan of the New England sports teams

Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Wealthbridge Legacy Partners is not owned or operated by Equitable Advisors, LLC or its affiliates.

Joshua Bublitz, CFP® CDFA®

Financial Advisor

(401) 884-7292 ext. 106

(401) 884-7293

Joshua.Bublitz@MyWealthbridge.com

A financial advisor since 2013, Joshua Bublitz (Josh) aims to empower his clients to make informed
decisions and take effective action toward meeting their specific financial goals. His approach is
distinguished by a focus on objective guidance, a holistic approach and education.

As a practicing CERTIFIED FINANCIAL PLANNER™ professional, Josh works with clients to develop
individualized and comprehensive solutions in all aspects of financial planning. This includes
retirement planning, risk management, college, tax and estate planning strategies, investment and
portfolio construction, and wealth management as well as providing guidance on employersponsored
plans and company benefits. As a practicing CERTIFIED DIVORCE FINANCIAL ANALYST™
professional, Josh works with divorcing couples, and their respective attorneys, to objectively
analyze a household financial situation to develop financial strategies that are equitable and do not
negatively disadvantage one party over the other.

Josh works with a team of financial advisors with over 150 years of combined experience in East
Greenwich, RI. Together they form Wealthbridge Legacy Partners, a boutique financial firm that
works in alliance with Equitable Advisors.


EDUCATION AND PROFESSIONAL DESIGNATIONS:
✓ FINRA Series 7 and 66 securities registrations
✓ Life, Health and Annuity Insurance Producer licenses
✓ Bachelor’s degree in Business (Finance) – Massey University, New Zealand
✓ Certificate in Financial Planning – Bryant University, Rhode Island
✓ CERTIFIED FINANCIAL PLANNER™ professional – CFP® Board
✓ CERTIFIED DIVORCE FINANCIAL ANALYST™ professional – Institute for Divorce Financial Analysts
✓ Credentialed Holistic Financial Coach – Columbia University Business School, New York
✓ Certified Retirement Education Specialist – National Tax-Deferred Savings Association

Josh, originally from New Zealand and a former SCUBA instructor, loves a
good adventure. He enjoys gravel and mountain biking on New England trails,
post-ride burritos, exploring the outdoors, travelling to new places, and
relaxing with his family at the lake in Maine. Josh resides in Barrington, RI with
his wife, Maggie and their two children, Vera, and Oscar.

Book a meeting with Josh here: https://calendar.cirrusinsight.com//schedule/joshua-bublitz

Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Wealthbridge Legacy Partners is not owned or operated by Equitable Advisors, LLC or its affiliates.

Michael Graziano, MBA, CRPC®

Financial Advisor

(401) 884-7292 x 108

(401) 884-7293

Michael.Graziano@mywealthbridge.com

Michael is a financial advisor with Wealthbridge Legacy Partners in East Greenwich, RI. Michael has been a financial advisor since 2009 and has worked in financial services since 1996. He focuses on helping to grow and protect his client’s assets and working with them to develop an overall financial plan to meet their financial goals and objectives. By utilizing a financial planning process philosophy, Michael focuses on adapting to his clients’ specific needs, rather than just selling products. Michael’s mission is to help clients by providing a clear understanding of their financial goals, a well-defined plan for achieving those goals and ongoing advice to help them adjust when needs change. His approach is distinguished by a focus on objective guidance, holistic planning, and education. Michael’s areas of focus include retirement planning, risk management, college, tax and estate planning, investment and portfolio management as well as providing guidance on employer-sponsored plans and company benefits. Michael works with a team of advisors with over 150 years of combined experience in East Greenwich, RI. Together they form Wealthbridge Legacy Partners, a boutique financial planning firm that is in alliance with Equitable Advisors. Michael has a B.S. in Accounting from Rhode Island College and a Master of Business Administration from Providence College. He currently holds his FINRA Series 7, 66 and 24 registrations and Life and Health licenses in Rhode Island, Connecticut, Massachusetts, Maine, Florida, and South Carolina. Michael was born and raised in Providence and is currently a resident of Cranston. He is an avid sports fan, enjoys golf and biking and most importantly enjoys spending time with his family especially at their summer residence in Narragansett. He also serves as the Board Chairman of the Cranston, RI Housing Authority. Book a meeting with Mike here: https://calendar.cirrusinsight.com/schedule/michael-graziano

Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Wealthbridge Legacy Partners is not owned or operated by Equitable Advisors, LLC or its affiliates.

William Palmisciano, MBA, ChFC®, CLU®

Financial Professional

(401) 884-7272 ext. 101

William.Palmisciano@MyWealthbridge.com

California Insurance License #: OL 46087

 

Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Wealthbridge Legacy Partners is not owned or operated by Equitable Advisors, LLC or its affiliates.

William Dolan Jr. ChFC®, CLU®

Financial Advisor

(401) 884-7292 ext. 101

William.Dolan@MyWealthbridge.com

Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Wealthbridge Legacy Partners is not owned or operated by Equitable Advisors, LLC or its affiliates.

Erik Wilcox

Financial Consultant

Erik.Wilcox@mywealthbridge.com

 Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Wealthbridge Legacy Partners is not owned or operated by Equitable Advisors, LLC or its affiliates.

Lee Anderson CFP® CFA® CIMA®

Financial Analyst

Lee Anderson CFP® CFA® CIMA® offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.

Ryan Gaumond

Non-Registered Sales Assistant

Ryan.Gaumond1@equitable.com

Roxanne Dolan

Office Manager

(401) 884-7292 ext. 4

Roxanne.Dolan@MyWealthbridge.com

Roxanne Dolan offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.

Kate Blinn

Administrative Assistant

(401) 487-4802

Kate.Blinn@mywealthbridge.com

Kate joined the team as Josh Bublitz’s administrative assistant in June of 2022. As a Temple University School of Tourism and Hospitality graduate, Kate has spent much of her career serving others in various administrative roles across industries from hotels to energy companies. While this is her introduction to the financial planning world, she has a strong belief that making people feel heard and cared for translates across all businesses. As a New England native, Kate enjoys seafood, the beach and boating with her husband, two children and their chocolate lab.

Kate Blinn offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.

Resources

Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.


Calculators

A host of financial tools to assist you.

Learn more


Articles

Educate yourself on a variety of financial topics

Learn more


Videos

These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts

Learn more


Glossary

Financial terms from A to Z.

Learn more


Newsletters

Timely newsletters to help you stay current.

Learn more

Contact Us

North America:

63 Cedar Ave, Ste 11

East Greenwich, RI 02818

Phone: (401) 884-7292

Fax: (401) 884-7293

Email: info@mywealthbridge.com

Thank you!
Oops!

eMoney Client Login

Existing clients can instantly login to the eMoney website here.

Emoney Login

Asset Map Discovery

Tell us more about you by completing your secure Asset Map today.

Get Started

Access MTRS

Access your Massachusetts Teachers Retirement System account.

Account Access

Equitable Online Account Access

Existing Equitable clients can access their online account here.

Account Access

Social Security

Access your Social Security Account via the ssa.gov website.

Account Access

Access ERSRI

Access your Employee Retirement System of Rhode Island account.

Account Access