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 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

2022 Year in Review

2022 Year in Review

2022 was a challenging year in the markets driven by the Federal Reserve raising interest rates at the fastest clip in over 40 years.

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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 financial planning offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AR, AZ, CO, IA, KS, MD, MO, NE, NM, NY. 

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