A complete list of active advisors currently associated with Bridge Capital Consulting, LLC

Warmer can help you find a great advisor at Bridge Capital Consulting, LLC or one who fits your needs even better.

Bridge Capital Consulting (doing business as Bridge Financial Management) works with individual clients, high‑net‑worth families, business owners, and charitable organizations to provide investment management, comprehensive financial planning, and referrals to outside money managers. The firm offers both discretionary portfolio management and access to third‑party manager programs as part of its advisory services. Its investment process takes a top‑down view of global economies and markets to construct asset‑allocation‑driven portfolios using mutual funds, ETFs, individual stocks and bonds, with rebalancing applied to allocation models as needed. Bridge directs client assets into third‑party programs — notably SEI’s asset allocation and independent manager programs and American Funds Service Company (AFS)/The Capital Group offerings — and provides clients with an eMoney portal that aggregates managed and excluded assets for planning purposes. Noteworthy operational features include using SEI Private Trust Company custody and recommending manager models that are not generally available to the public through retail channels, while explicitly identifying excluded assets in its eMoney reporting that it does not manage. As a small, three‑advisor firm whose team holds industry credentials (CFP®, CRPC®), Bridge discloses that it generally does not combine multiple client orders into block trades and does not take custody of client assets except to facilitate fee deductions.

To learn more about the advisors currently working at Bridge Capital Consulting, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.