Invest In Your Future

We started this firm as a declaration of independence, believing people deserve the best financial solutions for their situations, not recommendations driven by ties to a certain company or investment offering. Our Fiduciary standard puts your interests first and, as CERTIFIED FINANCIAL PLANNER™ practitioners with over 35 years of experience, let us be your guide to independence.

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Comprehensive & Customized

Our Approach

We wear our product-agnostic approach as a badge of honor and hold ourselves to a fiduciary standard when managing assets, putting our clients interest first. Our principals bring over 35 years of combined financial planning experience to the table for our clients — understanding what it takes to navigate transitions and prepare for what’s next.

Plan.

We help you connect the pieces of your financial life, helping you discover:

  • What’s next in my life?
  • What do I need and what do I want?
  • Am I investing properly?
  • Is my retirement income secure enough?
  • Will I outlive my savings?
  • What about the what if’s?

Implement.

After developing a plan, we will not only tell you what to do, but we will help you do it. This could include:

  • Investment changes
  • Defined withdrawal plan
  • Consolidating accounts
  • Social Security or pension strategy
  • Creating a succession plan for your assets

Monitor.

The hardest part can often be monitoring and knowing when to make changes.  We will:

  • Be watching your money even when you’re not
  • Have periodic reviews
  • Benchmark your progress
  • Re-evaluate when the “what-if’s” happen
  • Make changes when necessary
  • Provide a voice of reason and calm amidst the storm of noise.

Values & Vision

Our Mission

To inspire vision and clarity with a deeply personal plan that guides how our clients utilize their wealth.

WE BELIEVE

We believe our clients should know exactly how we are paid and what they are paying. Transparency is big here. When money is involved, there should be no mysteries.

WE BELIEVE

We believe clients going through big transitions in their lives can benefit greatly from the experiences of others. And we’ll do what we can to serve as a “bridge” between them. 

WE BELIEVE

We believe financial professionals often overwhelm their clients with too much information–neglecting engagement and teaching through experience. We’ll give you the right amounts of everything.

WE BELIEVE

We believe our clients should know exactly how we are paid and what they are paying. Transparency is big here. When money is involved, there should be no mysteries.

WE BELIEVE

We believe clients going through big transitions in their lives can benefit greatly from the experiences of others. And we’ll do what we can to serve as a “bridge” between them. 

WE BELIEVE

We believe financial professionals often overwhelm their clients with too much information–neglecting engagement and teaching through experience. We’ll give you the right amounts of everything.

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Let Us Be Your Guide

At BridgeQuest Wealth Strategies, we specialize in helping clients navigate significant career transitions. We have a proven process that helps you understand all the different aspects of your transition. We'll help you figure out what's most important to you and develop a plan to make your transition as smooth as possible.

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Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.
 
The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of states which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations.
 
Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.
 
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