Our Services


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?


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


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

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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