Individuals
While you're in your peak earning years, it's important to develop positive financial habits that seek to lay a strong foundation for your savings.
Why Work With BridgeLight® ?
We Love What We Do
A Unique Gameplan for Each Client
An Innovative Approach to Investing
It's all about Peace of Mind.
Find your Freedom
Our comprehensive approach covers every aspect of your financial life and provides a roadmap to help you achieve your goals and live your vision of freedom.
Helping People Talk About Money
Financial decisions don’t have to be difficult. With our holistic approach to planning, our advisors deliver innovative, uniquely personal led solutions to help achieve your freedom.
Showing Our Work
The feature-rich Client Experience Portal enabling you to view your portfolio metrics, integrate your financial plan, track your progress, access secure vault, account aggregations and more. You can ask questions, voice concerns, and celebrate wins with your advisors at your convenience.
Who We Serve
Families
As a parent, you're not only pursuing your own aspirations, but guiding your children towards their own success as well.
Retirees
You've worked hard in your career, and are ready for relaxation and celebration.
Business Owners
Between managing employees and building client relationships, growing a business is a demanding task.
Private Client
Individuals and families who have a significant financial portfolio and require expertise and access to investments beyond those available to the mass market.
What We Do
What We Do
You enjoy the journey, we’ll take care of the rest.
From financial planning to retirement income and everything in between, our team has one goal in mind: to help you enjoy your journey.
DISCOVER YOUR RISK PROFILE
Let BridgeLight® help you find the right balance between risk and return
Before making any investment decisions, it’s important to understand your attitude towards risk. This helps identify an appropriate mix of investments that you are comfortable with. BridgeLight’s proprietary risk assessment exercise will help you understand your ability to bear risk and identify the asset classes to match your investment needs
