Wealth Management Services

Client-Focused Wealth Management

Blackbridge Financial focuses on you and the unique set of financial circumstances you and your family face.  Getting to know you and understanding your personal needs allows us to create a customized wealth management strategy aligned with your short and long term objectives.  By building a lasting, personal relationship with you, we're able to help you anticipate needs and plan for the future.

Strategies for Your Wealth Management Needs

We help you create a personalized financial strategy based on your lifestyle goals.  Using our discovery process, we work with you to build an appropriate plan that supports your objectives, then monitor it to help you stay on track.  Our services and strategies include:

  • Retirement Planning
  • Investment Planning
  • Estate Planning
  • Business Strategies
  • Tax Planning Strategies

Our Approach to Your Personalized Plan

We use a client-centric process focused on pursuing specific milestones we create together.  Our comprehensive, three-step planning process is designed to help identify your needs, implement your strategy, and monitor it to help you stay on course:

  1. Assessing Your Needs and Finances
  2. Preparing Your Plan
  3. Implementing and Monitoring Your Strategy