We’re Bridge Investment Group
An independent firm devoted to empowering you to make informed financial decisions by providing clarity, transparency & thoughtful engagement.
An independent firm devoted to empowering you to make informed financial decisions by providing clarity, transparency & thoughtful engagement.
This may be surprising to hear, but we’re not here to make all the decisions for you. While we strive to get to know you on a deeply personal level, the truth is you know you, your family and your finances best. We focus, instead, on empowering you to better understand the impact your decisions make on your financial plan. In doing so, it is our job to help you feel confident in the decisions you’re making by presenting easy-to-understand and manageable solutions or strategies.
Aside from providing independent advice offered by experienced representatives, we pride ourselves on bringing a few more things to the table:
We don’t know about you, but talking numbers all day can get a bit dull. That’s why we love getting to know more about who you are off paper - what vacations you have coming up, what you’re excited to do in retirement, when your kid is headed off to college and more.
As you start thinking about how you want to spend your retirement - out on the back nine, up on the cruise deck or at home in your garden - we’ll focus on getting your financial picture aligned with your retirement needs.
Whether retirement is 5, 10 or 15+ years down the line, we’ll tailor your financial plan and investment portfolio to accommodate for your future financial freedom.
The Answer: By making sure it aligns with your unique risk tolerance. Using today’s top technology, it only takes a few minutes to find out just how much volatility your portfolio can stand and how much risk you really should be taking.
Just your financial concerns and our experienced representatives coming together to create something special - a tailored financial plan built on your needs for today and goals for tomorrow.
To understand your goals, objectives, concerns, and priorities.
Key information and documentation regarding your current financial situation.
Alternative strategies for your consideration based on your unique obstacles and opportunities.
Your new plan including the next actionable steps, insurance policies and investment products.
Your tailored plan and monitor its progress regularly, while making adjustments and changes as needed.
Whether you’re eager to get started or still have a few questions for us, feel free to give us a call or fill out the form below to get in touch with our team.