At Midway Wealth Partners, we help our clients pursue their goals through comprehensive financial planning and long-term relationships. We are planners first and approach your finances from a goal-based perspective instead of a product-based perspective. Planning for retirement is a critical milestone and we're here to guide you before, during, and after you retire.
At Midway Wealth Partners, we offer a high level of personalized service, independent recommendations, flexible investment strategies, and a listening ear. We serve as our clients' financial quarterback and help you coordinate all aspects of your plan. From saving for retirement to having the right insurance and estate plans, we have you covered.
At Midway Wealth Partners, we offer a high level of personalized service, independent recommendations, flexible investment strategies, and a listening ear. We serve as our clients' financial quarterback and help you coordinate all aspects of your plan. From saving for retirement to having the right insurance and estate plans, we have you covered.
Services
At Midway Wealth Partners, we serve our clients by providing independent, holistic solutions designed to meet your financial goals. We are planners first and foremost. We get to know your unique situation before providing recommendations. In addition, we aren't tied to any proprietary products or services and only serve in your best interest.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future.
In the past, only ultra-wealthy clients received top-notch service. Other individuals only had the choice to work with a traditional financial advisor, who can only recommend single products and services. But there are many other parts of your financial plan and as independent advisors, we deliver holistic advice that addresses your financial, tax, insurance, and legal needs.
Please note that you will be receiving quarterly reports on all of your accounts via email. Instructions to log in to access the quarterly report are included in the email and are summarized below. Each quarter you will receive an email from report@albridge.com with the subject: "Your Quarterly Consolidated Statement Has Been Prepared".
Rather than start with product or investment recommendations, we get to know our clients first and help them establish their goals. We are a smaller firm and get to know each and every client personally. When clients work with us, they are working with an advisor who is motivated by their success, not by sales quotas or proprietary products.
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