Michael Allende is a financial advisor at Bridge Generations Wealth Management with four years of industry experience. He holds a Series 65 designation and has worked at Castle Wealth Management and All Star Realty. Bridge Generations Wealth Management provides fee-based wealth management, investment management, financial planning, and consulting to individuals, trusts, estates, and businesses, typically serving clients with at least $1 million designated for management. The firm emphasizes a “Private CFO” process, using passively managed mutual funds and ETFs, tax-aware asset location, and coordinated planning with clients’ professional teams.

David Smith is a CFP® and ChFC® with 26 years of industry experience. He is currently with Bridge Generations Wealth Management, where he serves as Managing Member and Investment Adviser Representative. Prior to this, he worked at Forum Financial Management, LP, and operated his own firm, David N. Smith & Associates, Inc. Additionally, he is president of Financial Wealth Strategies, Inc., which provides insurance sales and services. Bridge Generations Wealth Management offers fee-based wealth management and financial planning primarily to clients with at least $1 million in assets. The firm employs an evidence-based, passive investment approach focused on diversified mutual funds and ETFs, combining discretionary investment management with ongoing financial planning under a "Private CFO" framework.