Bridge Wealth Management Group is a comprehensive financial services firm committed to helping their clients improve their long-term financial success through unprecedented levels of personalized service and expertise, as well as customized programs designed to help their clients build, protect and conserve their wealth.

We are steadfast on the premise that effective wealth management is built systematically on a disciplined investment process, sound risk management principles and a high level of client service. The financial wellness of our clients is and always has been our top priority. Through SEI, we are able to focus our disciplined investment process on portfolios designed specifically to help investors achieve their life and wealth goals.

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..