Our goal is ambitious:   To be the world's best independent wealth management organization by empowering our financial advisors to reach their full potential. 


BridgePoint is an elite independent wealth management partnership, built by advisors. We blend the top-tier investment capabilities of a global leader with the personalized service and dependable culture of a boutique practice.

BridgePoint was created under the belief that a better business model for advisors leads to better outcomes for clients.

True Ownership

World-Class Resources

Focused on Results
Our advisors own 100% of their business and maintain their autonomy. BridgePoint provides turnkey solutions to support the vision for our advisor's business in every way, without compromising independence. Our advisors have the resources to help solve the complex issues that come with wealth. We have access to subject matter experts for wealth planning and investment management, alternative investments, and lending through Wells Fargo affiliates. The common refrain from our advisors is: 
"I wish I'd done this years ago."
If you are thinking through the decision to go independent, we welcome the opportunity to confidentially discuss your goals.



BridgePoint Wealth Partners is a turnkey solution for advisors who want the benefits of independence with the resources of a top-tier wealth management firm. We support our advisors with:

Marketing Financial 
Operations		 Human
Resources		 Business
Operations		 Regulatory &
Compliance Support		 Capital, Valuations
& Succession

Joining BridgePoint

Desk with phone and laptop

Transition Capital

In joining our organization, advisors have access to deals that are extremely competitive and consistently among top packages in the industry.
financial advisor consulting with clients

Growth Partnership

BridgePoint offers additional partnership with long-term growth capital to help advisors scale their businesses and achieve their goals.
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Transition Team

We partner with the foremost specialists for comprehensive on-site support throughout the transition process. The team from Wells Fargo Advisors Financial Network has performed hundreds of successful protocol and non-protocol transitions.
BridgePoint Wealth Partners

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AR, IL, MA, UT). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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