Bainbridge Financial Services, founded in 2000, is an independent wealth management firm serving clients on a global basis. Our goal is to take advantage of market opportunities while also managing our clients' exposure to investment risk. Our focus is on our clients' liquidity needs, financial goals and their tolerance for risk.
With access to multiple institutional research platforms, our Independent Financial Advisors can help you to define investment strategies tailored to your goals, and then help you to make informed investment choices across every market and asset class. With competitive interest rates and flexible borrowing terms, our lending programs have no required payment schedules or application fees.
With access to multiple institutional research platforms, our Independent Financial Advisors can help you to define investment strategies tailored to your goals, and then help you to make informed investment choices across every market and asset class. With competitive interest rates and flexible borrowing terms, our lending programs have no required payment schedules or application fees.
Services
Using shares of appreciated stock, instead of cash, when making a donation to charity or a gift to friends or family can help reduce taxes paid. The Mega Backdoor Roth IRA Strategy is a way for an individual to contribute large amounts of money into a Roth IRA by utilizing the "After Tax Contribution" bucket in their employer 401(k) plan.
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