The BridgePoint Wealth Management team thrives on building long-term relationships with our clients and their families. Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.
We believe you can achieve clarity and control over your financial future. Everyone has a risk number. Determining yours can help your advisor put you on a financial path you're comfortable with for your unique investment strategy.
We believe you can achieve clarity and control over your financial future. Everyone has a risk number. Determining yours can help your advisor put you on a financial path you're comfortable with for your unique investment strategy.
Services
The largest part of building long-term relationships with our clients is listening and understanding where you are at this moment and where you wish to be in 5, 10, or even 20+ years down the road. The pinnacle of our success is when a client reaches one or more of their established goals. Your goals become our goals and we enjoy celebrating those milestones with you.
Running a business is about more than profit and loss. Those things are important, yes, but it's just as important to be a part of the community. That's why we make giving back an integral part of our practice by supporting local charities like Alternatives in Motion, Small Talk Children's Advocacy Center, and Muskegon County's Meals on Wheels program run by AgeWell Services.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
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