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.
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 your personal portal providing a holistic view of your financial life in one secure location. What can the WealthLink do for you?
It can help you establish budgets and maintain spending; determine and monitor your net worth; and allow you and I 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.