Bridge Generations Wealth Management
SEC RegisteredConnecting You With Greater.
About the firm
Bridge Generations is a multi-generational, family owned and operated boutique advisory firm focused on wealth management for high net worth individuals and families. Their hands-on approach is designed to help clients transform financial aspirations into tangible realities, operating as a fiduciary and offering a Private Chief Financial Officer (CFO) process to manage wealth.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Bridge Generations offers financial planning, investment management, tax and estate planning, and professional collaboration with CPAs and attorneys. Specific services include financial position analysis, risk management, wealth accumulation, tax management, retirement planning, and estate planning, delivered through a customized Private CFO process.
Who they serve
High net worth individuals, families, high-net-worth executives, and business owners.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of March 16, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Bridge Generations Wealth Management has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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