Financial Planning

Investment Management

Retirement Plans

Financial Planning does not end on your retirement date. At Bridgewealth, we continue to perform financial analysis and implement strategies that will ensure your assets grow through retirement.

By minimizing taxes, developing a cash flow plan, and following a diversified long term investment strategy, the client can live out their retirement dream.
Taxes and tax law are often quite complicated. Here at Bridgewealth, we implement several strategies to reduce or minimize your tax liability through tax loss harvesting, Roth conversions, asset location analysis, direct indexing, 1031 exchanges, charitable gifting, estate planning, and investment selection.
Bridgewealth will assist clients by educating them on the rules and options provided by Social Security to ensure their decision maximizes their lifetime benefits, meets their goals, and operates in coordination with their overall financial plan.
Often, we think a legacy is leaving our heirs or charity with money or some material possession, but it is more than that. At Bridgewealth, we encourage careful planning so that your beneficiaries are left with financial peace of mind, an easy transition, and minimization of taxes.

With many clients, sophisticated strategies are implemented to reduce estate taxes, protect assets from creditors, provide income streams to heirs or charities, and help fund important financial goals such as education to grandchildren or even great grandchildren.
There are several options when saving for future education costs. One choice may provide greater tax incentives while another may provide greater flexibility and control.

Several common strategies are College 529 Plans, Custodial/UTMAs, and Coverdell’s. At Bridgewealth, a client can expect a thorough review of all their options so they can choose the savings vehicle that works best for them.

Financial Planning, Begins with a Plan

Utilizing a holistic approach, each client will be provided with a customized comprehensive financial plan spanning their entire life and often multiple generations.

With our extensive team experience and cutting-edge software, clients know their sophisticated plan incorporates their goals, retirement, tax strategies, social security optimization, and their estate and legacy wishes.

Retirement

Financial Planning does not end on your retirement date. At Bridgewealth, we continue to perform financial analysis and implement strategies that will ensure your assets grow through retirement.

By minimizing taxes, developing a cash flow plan, and following a diversified long term investment strategy, the client can live out their retirement dream.

Estate & Legacy

Often, we think a legacy is leaving our heirs or charity with money or some material possession, but it is more than that. At Bridgewealth, we encourage careful planning so that your beneficiaries are left with financial peace of mind, an easy transition, and minimization of taxes.

With many clients, sophisticated strategies are implemented to reduce estate taxes, protect assets from creditors, provide income streams to heirs or charities, and help fund important financial goals such as education to grandchildren or even great grandchildren.

Education

There are several options when saving for future education costs. One choice may provide greater tax incentives while another may provide greater flexibility and control. Several common strategies are College 529 Plans, Custodial/UTMAs, and Coverdell’s. At Bridgewealth, a client can expect a thorough review of all their options so they can choose the savings vehicle that works best for them.