Bridge Financial Strategies

Bridge Financial Strategies provides discretionary investment management and integrated financial planning to individual and high‑net‑worth clients. The firm manages approximately $89.5 million for about 65 clients and includes services such as regular review meetings, tax planning, and annual personal tax return preparation as part of its advisory offering.

The firm’s investment approach is informed by Modern Portfolio Theory and the Efficient Market Hypothesis, favoring diversified, long‑term allocations and the use of low‑cost vehicles where appropriate. It operates with discretionary trading authority and a scheduled client service model (including multiple check‑ins per year and annual plan updates) to align portfolios with each client’s objectives and risk tolerance.

What distinguishes the firm is the integration of accounting and divorce‑financial expertise into its advisory practice: the principal holds CPA and Certified Divorce Financial Analyst credentials and the firm provides tax planning/preparation and specialized financial analysis for divorce matters through a separate DBA, dedicating a portion of advisory time to those services. Offering personal tax return preparation and formal divorce financial analysis alongside portfolio management is atypical for similarly sized supported firms.