Bridge Wealth Management Group

(949) 954-0802
info@BridgeWMG.com

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.

Our Managing Principal, Dennis B. McMurray is an Investment Advisor and Registered Principal at Bridge Wealth Management Group. Dennis’ expertise focuses on investment due diligence, asset allocation and investment selection. From early 2000 through 2007, he served as a Private Wealth Manager at AG Edwards & Sons. Then, most notably as a Wealth Manager at Merrill Lynch, where he was responsible for his practice and the training of new brokers. Dennis moved his practice to the independent model in 2008 to better serve his clients with more investment options, lower fee’s and the institutional platforms of various firms. 

Bridge Wealth Management Group was founded with the goal of assisting our clients. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. We strive to help create stability and security for each of our clients.

Our Mission

"To develop and support life-long relationships with select clients and their families. We communicate, educate, and guide them on their most important financial matters."

Our Vision

"To be the most trusted, well-respected and innovative investment advisory and retirement planning firm in the industry."

Our Commitment

Our commitment is to utilize all of our resources to help you pursue your goals.

We are dedicated to get to know you and understand your needs, wants, and long-term goals.  We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation.  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.  All of our energy and efforts are focused on you, the client, and your satisfaction.

Our Promise

We Care - Our staff consists of experienced professionals with a “hands on” approach.  Not only will you find our team members knowledgeable, but you will also discover that we truly care about making your dreams a reality.

We Communicate -  We will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

We Collaborate - Bridge Wealth Management Group brings a diverse background. We strategically partner with the companies and individuals that will enhance our relationship and continue to provide value at every stage of the process. 

We’re Committed - You have worked hard for your money…isn’t it time you have someone working for you..