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.
What we do
Financial Planning, Investment & Career Transition Management
Making a significant career transition can be a daunting task. There are so many factors to consider, both financial and personal. But with the right guide, it doesn’t have to be overwhelming.
At BridgeQuest Wealth Strategies, we specialize in helping clients navigate these types of transitions. We have a time-tested process that helps you understand all the considerations and variables. We’ll help you figure out what’s most important to you and develop a plan to make your transition into retirement or a new career as smooth as possible.
We understand that each client is unique and that every transition is different. That’s why we take a tailored approach with each of our clients. We’ll work closely with you to ensure that your specific needs are met.
Career Transitioning
If you’re considering a career change, it’s important to plan thoughtfully so you make the right kind of change. We will help you see the big picture and choose your next step confidently and worry-free.
Retirement Planning
Whether you’re just starting to think about retirement or you’re already retired, you deserve the peace of mind that comes from knowing you’re on track to a comfortable future.
Complex Compensation Planning
Each facet of your compensation has the potential to affect your overall financial well-being, so it is important to build a strategy that works for you and your financial goals.
Comprehensive & Customized
Our Approach
We wear our product-agnostic approach as a badge of honor and hold ourselves to a fiduciary standard for our clients that puts their interests 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.
Blog
It’s Time to Spring-Clean Your Financial Plan
Spring is a time of renewal and rejuvenation, as the world awakens from its winter slumber and new life begins to bloom. As the saying goes, “April showers bring May flowers”, and this sentiment can also apply to your financial life.
September 2022 Investment Changes
We reduced our exposure to infrastructure oriented companies, re-positioning these assets into Mid-Cap Value companies.
6 People to Have on Your Career Change Team
Most people immediately think about the what. What job suits me better? What company do I want to join? What career will bring me more job satisfaction? But they fail to ask a key question: Who?…
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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