Investment Management

Building Wealth, One Dollar at a Time

At Bridgewealth, we utilize several different investment strategies and asset types to ensure we develop a diversified portfolio that minimizes risk, considers tax efficiencies, and achieves client goals. We acknowledge that each client is vastly different, so our team will only implement an investment plan after tailoring it to the client.

As a fiduciary, Bridgewealth goes a step further by conducting ongoing analysis and monitoring of each recommended investment and conducts periodic reviews with clients.

Our investment committee meets quarterly to review the firm’s investment platform. Through several means of research and software tools, an in-depth analysis is performed and analyzed on each individual security.
Bridgewealth takes careful consideration to ensure we are generating high risk-adjusted after-tax returns.

With laws such as step up cost basis and investments being taxed differently, one can place certain investment types in your IRA, Roth IRA, and Taxable Investments and overtime generate a higher after-tax return to both you and your heirs.

Asset Location, Tax loss Harvesting, and Direct Indexing are examples of tax strategies we implement, when necessary, to provide clients with additional tax benefits.
At Bridgewealth, we believe in a well-designed diversified portfolio across multiple assets and sectors to minimize risk and volatility. As the saying goes, small gains often create long-term wealth.
Not all assets or sectors perform the same each year, creating opportunities. At Bridgewealth, our philosophy is to rebalance when opportunity presents itself or the client’s risk tolerance has changed.

Rebalancing ensures your portfolio remains within your comfort level while often enhancing returns. Warren Buffet’s famous quote: “be fearful when others are greedy and to be greedy only when others are fearful.”

Analysis & Monitoring

As a fiduciary, Bridgewealth goes a step further by conducting ongoing analysis and monitoring of each recommended investment and conducts periodic reviews with clients.

Our investment committee meets quarterly to review the firm’s investment platform. Through several means of research and software tools, an in-depth analysis is performed and analyzed on each individual security.

Tax Efficiency

Bridgewealth takes careful consideration to ensure we are generating high risk-adjusted after-tax returns.

With laws such as step up cost basis and investments being taxed differently, one can place certain investment types in your IRA, Roth IRA, and Taxable Investments and overtime generate a higher after-tax return to both you and your heirs.

Asset Location, Tax loss Harvesting, and Direct Indexing are examples of tax strategies we implement, when necessary, to provide clients with additional tax benefits.

Rebalancing

Not all assets or sectors perform the same each year, creating opportunities. At Bridgewealth, our philosophy is to rebalance when opportunity presents itself or the client’s risk tolerance has changed. Rebalancing ensures your portfolio remains within your comfort level while often enhancing returns. Warren Buffet’s famous quote: “be fearful when others are greedy and to be greedy only when others are fearful.”

Financial Planning