The BridgePoint Wealth Management team thrives on building long-term relationships with our clients and their families. Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. We believe you can achieve clarity and control over your financial future.
Everyone has a risk number. Determining yours can help your advisor put you on a financial path you're comfortable with for your unique investment strategy. Click the link below to find your risk number now!
Whether you're already part of the BridgePoint family and want to review your accounts and make changes or you're curious about how we can help with your goals, use the link below to schedule an appointment with one of our advisors!
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Waddell & Reed WealthLink is a collaborative venue where we can safely share financial information and define and update your goals while developing strategies to pursue those goals. It can help you establish budgets and maintain spending; determine and monitor your net worth; and allow you and your advisor to establish, monitor and update your goals. In short, it’s a personal website that uses sophisticated technology to offer you a consolidated view of your financial life in one secure location. Watch the video below to learn more about the convenience of WealthLink.