Bridge Wealth Management Group

Bridge Wealth Management Group is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.  Our customized programs are designed to help our clients protect and conserve their wealth by delivering an unprecedented level of personalized service and expertise.

At Bridge Wealth Management Group, we understand the challenges families and businesses face today. From managing debt, to saving for college or retirement, to preserving the legacy you have worked so hard to build, these challenges can be overwhelming. We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. Our team consists of talented professionals with over 30 years’ experience in financial services who believe in a “hands on” approach to financial advice and guidance. You’ve worked hard for your money…isn’t it time you have a team behind you that is transparent, prudent and committed to working just as hard for you?

We encourage you to explore our site and learn more about the services we provide.  Should you have any questions or would like more information about our firm and how we can help your situation, please feel free to contact our office at (949) 954-0802.  We look forward to hearing from you.

Introduction: 

Who is Bridge Wealth Management Group?

Full Interview

Services

We create strategies tailored to your goals.

Learn more

Independence

Without any conflicts of interest we put your needs first.

Learn more

Trust

We enjoy building trusted relationships that span generations.

Learn more

Destination: Seeking Goals

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Learn more

Helpful Content

Does Your Child Need to File an Income Tax Return?

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

The Investment Risk No One’s Ever Heard Of

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

Alternative Investments - Going Mainstream

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.