With over 75 years of combined experience in the financial services industry, our professionals are excited to continue serving clients under the marketing name, BridgePoint Wealth Management. We have a new look, new logo, and the name on your statements will begin reading Bridgepoint Group. But don't worry! Our office is still here at the same address in Grand Rapids. Our phone, fax and email addresses will not change. Our new website www.bridgepointwm.com will be a place for you to log into your accounts, access educational tools, and check out the most recent events, just to name a few.
We look forward to bridging the multigenerational gap and getting our clients from point A to point B.
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.
We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.