BridgePoint's personalized approach meets you wherever you are on the journey. Whether you're starting out, building a better life for your family, or seeking to optimize your retirement, explore how BridgePoint customizes services for whatever stage you are in life.
At BridgePoint, we know the two most important qualities for clients in a financial advisor are:
Trust Competence
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As the key stakeholder in your financial success,
trust is the most important quality in an advisor. BridgePoint's personalized approach is straight forward and transparent. |
With BridgePoint, you have a team of world-class
financial professionals to provide advice and confidence as we guide your journey to financial success. |
Discover how BridgePoint’s suite of services are designed to provide confidence while working towards your most closely held financial goals.
No matter where you are on the bridge, we'll be continually revisiting our services with you.
Tailor Made Wealth Management Plans
BridgePoint’s specialists help map your future by exploring the best paths for you. Our wealth management plans are designed to address critical concerns at every point in your life.
Comprehensive Portfolio Management
By keeping your risk tolerance, timeline, and investing preferences at the top of mind, BridgePoint’s investment management services help grow your wealth while navigating market volatility.
Tax Efficient Planning
Our seasoned professionals coordinate with your team of accountants and attorneys to incorporate the most tax-efficient investing strategies into your plan. Designed to provide active liquidity and reduce tax impact, our plans aim to help you keep more of what you earn.
Executive Compensation Strategies
Stock options, retirement benefits, and other forms of compensation at the executive level are a momentous achievement in any career. BridgePoint helps you discern the way to fully maximize these and other executive compensation strategies.
Business Transition and Exit Planning
BridgePoint helps long-term business owners finish strong when it’s time to retire. Your valuation, successor owners, and personal stake are too important to leave to chance.
Leaving a Legacy
BridgePoint makes a multi-generational promise to you and your family. By coordinating with your accountants and attorneys, we create a legal and financial framework on how to pass on your wealth to those you care about the most in a tax-efficient manner.
Managing Sudden Wealth
The circumstances behind a sudden inheritance or settlement can often be emotionally straining. BridgePoint is here for support and to help make smart, safe decisions during this critical time.
Estate Planning Annual Review
BridgePoint understands things change throughout the year, so we will review your estate plan once a year to ensure it remains aligned with your financial goals and any change in circumstance.
Risk Analysis
Unlock your potential with our personlized strategy development services. Our professionals tailor comprehensive strategies to align with your unique goals and values.