How We Work

Bridging Wealth Solutions offers a range of financial solutions curated just for you. We assist our clients by first finding their goals, then developing a plan to reach them, and finally recommending products and services that are designed to help meet their needs. By applying appropriate designs and selecting quality insurance and investment products, we help protect our clients’ well-being. In order to live up to our clients’ expectations, we are committed to putting their needs and interests first. Whether it’s a retirement plan, an estate plan, or a business succession plan, our goal is to build and maintain long-term relationships based on integrity, performance, and responsiveness.




Common Stock
Educational IRA
Traditional IRA
Roth IRA
Simple IRA
Brokerage Accounts
Variable Annuity


Financial Strategies

Divorce Financial Planning
Retirement Plans
Tax Plans
401(k) Planning
403(b) Planning
College Plans
Estate Plans
Money Purchasing Plans
Profit Sharing Plans



Disability Income Insurance
Life Insurance
Long-Term-Care Insurance
Health Insurance
Employee Benefits