Millcreek, UT Office
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Bridge Generations Wealth Management
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About
The firm provides fee-based wealth management and investment management combined with financial planning and consulting to individuals (including high-net-worth clients), trusts, estates, charitable organizations, corporations, and small businesses, typically preferring relationships with at least $1 million designated for management while making exceptions on a case‑by‑case basis. It acts as a discretionary portfolio manager and also offers hourly financial planning and separate, non-investment business consulting engagements.
The firm uses a “Private CFO” process—discovery, gap analysis, a wealth strategy proposal, coordinated meetings with the client’s other professionals, a written wealth management plan, and ongoing implementation and review—to develop and monitor client plans. Investment implementation emphasizes passively managed, evidence‑based mutual funds and ETFs with broad diversification, Monte Carlo simulation for asset‑allocation analysis, and attention to tax‑aware asset location.
What is noteworthy is the firm’s explicit integration of ongoing planning, intergenerational transfer and philanthropic considerations into its investment process, and its formal practice of convening a client’s professional team to coordinate strategy. The firm also offers separate business consulting services and has an affiliated insurance agency through which representatives may offer commission‑based insurance products—arrangements that the firm discloses as potential conflicts of interest.
Based on Bridge Generations Wealth Management
Expertise
Based on Bridge Generations Wealth Management
Demographic focus
Based on Bridge Generations Wealth Management
Location
Millcreek UT
Advisors at this office
2
Advisors at this office
Elisa S
CFP®, Series 65
Millcreek, UT
Bridge Generations Wealth Management
Elisa Schvaneveldt is a financial advisor at Bridge Generations Wealth Management with five years of industry experience. She holds the CFP® designation and Series 65 license. Prior to joining Bridge Generations, she worked at Forum Financial Management, Brighton Recovery Center, and Ernst & Young LLP. She serves as co-treasurer for Wasatch Mountain Club, a nonprofit organization. Bridge Generations Wealth Management provides fee-based wealth and investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and small businesses. The firm emphasizes a “Private CFO” process that integrates ongoing planning, intergenerational transfer, and philanthropic considerations with a diversified, evidence-based investment approach.
Barbara R
PFS™, Series 66
Millcreek, UT
Bridge Generations Wealth Management
Barbara Ray is a financial advisor with Bridge Generations Wealth Management in Millcreek, UT. She holds the PFS™ and Series 66 designations and has 22 years of industry experience. Prior to joining Bridge Generations Wealth Management in 2024, she worked at Vantage Consulting and Forum Financial Management. Outside of her advisory role, she serves as CEO and President of Vantage Consulting, a business consulting firm focused on exit strategies for business owners. Bridge Generations Wealth Management provides fee-based wealth management and financial planning primarily for clients with at least $1 million to manage. The firm employs an evidence-based, passive investment approach combined with ongoing financial planning under a “Private CFO” framework.
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