We take time to understand your perspective, consider all the possibilities and anchor every decision with thoughtful insights and strategy. Then we build a package of services that take you from point A, to point B-and every point beyond.
At Bridgewright Wealth Partners, we take the golden rule to the next level. Our mission is to provide clients with the level of service that we would expect from a financial advisor if we were in the field. To do so, we use our creativity and experience to offer unique strategies as we help clients pinpoint the best investing services for them and their families. We strive to simplify your financial situation and create a comprehensive plan that will give you confidence in your ability to meet your goals. Because before anything meaningful can be built, it needs a plan.
We pride ourselves on our uncommon investment process. We believe that a core portfolio comprised of dividend-paying stocks diversified across numerous sectors may be an appropriate option for our clients. And by using tax-smart investing, our strategy allows us to be selective as to how much and when we recognize capital gains. Our method focuses on knowing the companies we invest in.
The Bridgewright team is intelligent, creative and experienced. We’re also passionate about supporting our community. And we enjoy working together to serve our clients to the best of our abilities.