Your Path to
Financial Clarity Starts Here
Plan With Purpose, Live With Confidence

Our Team

We are excited to introduce BridgePointe Wealth Management firm dedicated to helping guide individuals and families toward financial confidence and clarity. At BridgePointe, we believe in strategic, personalized planning that helps you navigate life’s financial journey with clarity and purpose. Whether you’re preparing for retirement, growing your wealth, or preserving your legacy, our mission is to provide knowledgeable guidance and tailored strategies to help you achieve your goals. We look forward to building lasting relationships and being the bridge to your financial future.

COMPLIMENTARY EBOOK: What Financial Challenges Will You Face?

The world of retirement is changing — especially how we fund it. Many find themselves questioning when, or if, they will be able to retire. Our free, 8-page guide will help you get a head start on your retirement planning by showing you:

  • How an experienced financial professional can address your “what-ifs” about retirement — and then help you figure out how to address them.

  • How the average person spent $146 a year on health care in 1960 compared to the average cost today.

  • How to ask the right questions about retirement, including: How do I make my money last?

Download your free retirement guide now and take the first step toward taking control of your financial future.

Guarantees and protections provided by insurance products, including annuities, are backed by the financial strength and claims-paying ability of the issuing insurance carrier. Annuities are not bank or FDIC insured.

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READ MORE ABOUT Our Services Below

We’re independent, so we can help you develop your custom financial strategy from a wide array of products, services and approaches. We can help meet your specific financial needs, no matter how close you are to retirement.

IRA Legacy
Planning

Tax-Efficient
Strategies

Wealth
Management

Retirement
Income Strategies

Asset Preservation
Strategies

IRA/401(k)
Rollovers

Investments

Annuities

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Contact Us

Share a few details with us, and you’ll be on your way to our first meeting. We can’t wait to get to know you and your goals and dreams.

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