At Bridgewright Wealth Partners, an independent Wealth Management firm, we believe in truly representing the community we serve. Every client’s financial journey is unique, and it takes a diverse mix of advisor experiences and perspectives to help them navigate their financial goals with confidence.

Our Mission: We are committed to creating a supportive environment where advisors from all backgrounds feel welcomed, respected, and empowered to provide exceptional service to their clients. Our mission is to protect our clients from misinformation, bad advice, and the emotions of fear and greed. We believe that by doing so, we greatly increase their chances of achieving their financial goals.

Why Bridgewright Wealth Partners? As our team grows, we are searching for promising advisors who can help build our firm’s reputation as an inclusive space where people from all backgrounds feel welcomed, respected, and confident that their finances are always managed with integrity.

Are you ready for independence in an environment where you can thrive? Whether you are in the early years of your career, approaching retirement, or anywhere in between, we are looking for a mutually beneficial fit.

Support for Your Transition: We understand that transitioning to independence with a new firm can feel uncertain. At Bridgewright, we support your transition with:

• Competitive Pay and Benefits: We offer a comprehensive compensation package that includes competitive salaries, performance bonuses, and a range of benefits designed to support your well-being and financial security.
• Transition Planning and Support: Our dedicated transition team will work closely with you to ensure a smooth and seamless move for you and your clients. We provide personalized transition plans, assistance with paperwork, and ongoing support to help you settle in quickly.
• Trained Service Staff: Our experienced support staff is here to handle client calls, scheduling, and paperwork, allowing you to focus on what you do best – advising your clients.
• Professionally Managed In-House Portfolio Strategies: Benefit from our expertly managed portfolio strategies, designed to meet the diverse needs of your clients and help them achieve their financial goals.
• Business Consulting and Strategic Guidance: Access our business consulting services and strategic guidance to help you grow your practice, improve efficiency, and achieve your professional goals.
• Marketing and Lead Generation Support: Through LPL, our team is provided comprehensive marketing support, including branding, digital marketing, and lead generation services, to help attract and retain clients.
• Potential Internal Succession Planning: Plan for the future with our internal succession planning options, ensuring a smooth transition for your clients and your practice.
• Access to Financial Planning Supported by Our In-House CFP: Our Certified Financial Planner™ (CFP®) professionals are available to support your financial planning needs, providing expert advice and guidance.
• Renovated Office Space in Historic Downtown Grand Rapids (with parking): Enjoy working in our beautifully renovated office space, conveniently located in historic Downtown Grand Rapids, with free parking for you and your clients.
• Ongoing Business Support from LPL Financial: Benefit from the extensive resources and support of LPL Financial, the #1 broker-dealer for independent advisors*

Ready for Your Next Chapter? We are proud to be a company that openly values and celebrates the qualities that make each person unique. If you think your experiences and background could bring a valuable perspective to our firm and your clients, please send us your contact information in the form below so we can connect and begin the conversation. 

*as reported by Financial Planning Magazine, June 1996-2024, based on total revenue.