Have a seat, and let’s see where you stand.
To build an investment strategy around your expectations, we have to understand your unique situation: your goals, risk profile, timeline and tax implications. To do that, we’ll sit down and look at things from a number of angles.
FINANCIAL PLANNING

Your entire financial picture should inform and inspire your individual investment strategy. We bring it into focus.
Better decisions made easier.
Your investment strategy can’t be designed in a vacuum. That’s why we guide each client through a comprehensive financial analysis and offer a detailed financial plan. What we discover together not only drives asset allocation, but also informs decisions about every facet of your financial life—from college and retirement savings to charitable giving, estate planning and beyond. Together, we’ll simplify the complex—and clear a path to results.
Your story is never over
As a client develops a relationship with Bridge Investment Bank, he or she experiences the real value in our approach to investment management. From our very first conversation, we inform the investment strategy through a comprehensive process that begins with financial planning and asset allocation doesn’t end there. We keep asking questions—and we keep looking ahead. By considering your estate and anticipating future possibilities, we can better inform the present. The result is more than a portfolio. It’s a dynamic strategy that evolves as you and your circumstances do.
BRIDGE INVESTMENT BANK WILL

Review legal documents

Review and advise on estate planning and charitable giving strategies

Keep current with tax law changes and advise accordingly

Work with you and your counsel to implement your plan
FAMILY WEALTH SERVICES
For multi-generational families and individuals with complex financial and business situations, our investment and fiduciary team performs as a primary point of contact and facilitator, and collaborates with your advisors on all aspects of your financial picture.
We perform like a family office—and deliver as a team.
For individuals or multi-generational families of significant wealth, our service extends beyond our investment and fiduciary expertise into every facet of financial life. Your situation is complex, and your story—completely unique. So with a careful and thoughtful approach, we provide an overlay of services and capabilities and consult with your existing advisors to ensure a well-coordinated, personalized plan.
