Services
Personalized Investment Services
Financial Solutions at Bridgepoint For Your Unique Goals
Customized One-on-One Planning – Financial strategies tailored to your specific goals
Comprehensive Investment Services – Diverse money management products and consulting
Free Consultation – Call (970) 416-0088 to schedule your complementary session
40+
Years of Experience Combined
$300M+
Successfully Managed
100%
Confidential
STRATEGIES FOR YOUR LIFE PRIORITIES
Our Complete Financial Services
WEALTH MANAGEMENT
(You choose how we get paid)
(Real Estate, Alternatives)
RETIREMENT PLANNING
RISK MANAGEMENT
COLLEGE SAVINGS
LEARN MORE ABOUT OUR FINANCIAL SERVICES
Frequently Asked Questions
No. Portfolio management is important, but investments are only one part of a financial life.
Depending on the client, our work may include retirement planning, income planning, tax-aware investment decisions, Social Security and pension analysis, estate-planning coordination, insurance and risk management, college planning, stock compensation, charitable giving, business-owner planning and other financial decisions.
When outside legal or tax expertise is required, we can work directly with your CPA, attorney and other professional advisors rather than forcing you to coordinate everyone yourself.
Yes. A surprising number of people come to us with accounts accumulated across former employers, brokerage firms, insurance companies and old advisory relationships.
We can help inventory those accounts, evaluate what should remain where it is, determine whether consolidation is appropriate, and handle much of the administrative process when accounts need to be transferred.
Consolidation is not automatically the right answer, so we evaluate each account before recommending a change.
Yes.
Some of the most important financial decisions cross between investment, tax, estate and legal planning. With your permission, we regularly coordinate with CPAs, estate attorneys, insurance professionals and other advisors involved in your financial life.
If you need a professional you do not currently have, we can also help identify appropriate resources.
We start by understanding what you already have before recommending what should change.
That generally includes reviewing your investment accounts, retirement plans, income needs, liabilities, insurance, estate-planning structure, tax considerations and the goals that matter to you.
From there, we identify priorities, build an investment and planning strategy, organize necessary account transfers or changes and establish an ongoing review process.
We are not interested in changing things simply to make them “ours.” If something you already own makes sense, we can recommend keeping it.
There is no arbitrary once-a-year communication schedule.
Some clients want scheduled reviews and very little communication between them. Others have complex situations that require frequent conversations throughout the year. We build the communication cadence around the client.
More importantly, you can contact us when something changes. Retirement decisions, market volatility, a business transaction, a new job, an inheritance or a major purchase should not have to wait until your next annual review.
Clients receive secure online access to their investment accounts through the applicable custodian and reporting platforms.
You can view balances, holdings, transactions and account documents online without having to contact our office for basic account information. Our team remains available when you need help interpreting what you are seeing or making a financial decision.
A broker-dealer provides independent financial advisors with access to a wide range of financial products, investment tools, and regulatory support, enabling us to tailor recommendations to client needs and navigate compliance requirements. We chose Centaurus Financial, Inc. as our broker-dealer because of their robust support system, independence from shareholders, and commitment to allowing advisors to efficiently run their practices while remaining compliant with industry regulations.
Yes, we offer financial services tailored specifically for businesses. Our services cover various aspects such as financial planning, investment strategies, risk management, employee retirement plans, and more. We aim to help your business thrive and achieve its financial goals.