Woodbridge Wealth

History

The management team at Woodbridge Wealth has a more than 35-year proven track record of success and has closed more than $1.5 billion in financial transactions for our clients. Our team of professionals work alongside our clients to provide the financial guidance and support they need.

Specialties

Woodbridge Wealth is committed to helping high-net-worth individuals, families & financial advisors achieve peace of mind in today's uncertain economy. We help clients achieve strong returns with lower-risk financial products that are not burdened by long-term commitments. Our financial tools & services are collateralized by commercial real estate mortgages. Our partners earn meaningful, measurable returns for their portfolios by leveraging our financial tools into tangible assets. What Tools and Services Do We Provide? First Position Commercial Mortgages (FPCM) are short-term loans backed by commercial real estate that deliver 5% annual returns. Woodbridge Wealth ensures our clients have the first lien position as a security on their funds, and returns the principal in full to our clients at the end of their one-year term. The Commercial Bridge Loan Fund (CBLF) is a flexible lending opportunity for accredited investors for one to five years. Clients earn meaningful returns of up to 7% annually over five years. To learn more about the benefits of a commercial bridge loan, read our description here. Second Market Annuities (SMA) are an alternative annuity income stream with fixed returns of 4% to 7%. These fixed annuities fund a variety of obligations backed by A-rated insurance companies, including lotteries, personal injury settlements and investments. SMAs can deliver dependable secondary income for individuals now and well into the future.