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Our Philosophy

Planning First, Not Products

Do you have a plan that anticipates when you will be nearing the age of retirement? If not, then it’s time to find out.

Medical professionals are vastly underserviced and unprotected in the financial services industry. As statistics prove,nearly 50% of doctors are significantly unprepared for retirement (AMA Insurance Agency, Inc., 2013). Despite their high level of education and commitment to their clients, many medical professionals face an increasingly uncertain financial future.

We founded Bridge Wealth Advisors to right the ship and give medical professionals a plan of action. Rather than focusing on hypotheticals, we provide truly comprehensive and concrete strategies that leave nothing to chance.

Tell us where you want to go and our advisory team can help you get there.