Disruptive Innovative Growth 


The World is changing rapidly in the Digital Revolution. Our lives are impacted and have changed forever.

Blockchains, Robotics, Artificial Intelligence, Battery Storage. Genomic Sequencing, Cloud Computing and Global Internet Giants are having a disruptive effect on technologies, business, people and financial markets.


Securities offered through Newbridge Securities Corp., Member FINRA/SIPC. Investment Advisory Services offered through Newbridge Financial Services Group, Inc., an SEC Registered Investment Adviser. Office of Supervisory Jurisdiction: 1200 North Federal Highway, Suite 400 Boca Raton, FL 33432 (954) 334-3450. Zoellner Whole Financial, Newbridge Securities Corp. or NFSG is not affiliated with Estate Planning Team, Inc. http://www.newbridgesecurities.com http://www.brokercheck.org http://www.finra.org http://www.sec.org.http://www.sipc.org. Recommendations made by members of the Estate Planning Team, including the Deferred Sales Trust or other tax, legal or estate planning strategies should not be construed to be endorsed by Newbridge Securities Corporation or Newbridge Financial Services Group, Inc.