South Miami, FL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Bridge Generations Wealth Management
Supported
Firm-wide stats for Bridge Generations Wealth Management
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
5966 South Dixie Highway, Suite 300
South Miami FL 33143
Advisors at this office
2
Advisors at this office
Michael A
Series 65
South Miami, FL
Bridge Generations Wealth Management
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 S
CFP®, ChFC®, Series 63
South Miami, FL
Bridge Generations Wealth Management
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.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)