West Des Moines, IA Office

BridgePort Financial Solutions serves individual clients, including high‑net‑worth households, and institutional clients such as retirement plans, offering investment management, financial planning, retirement-plan advisory (3(21) and 3(38)) and related consulting. The firm also provides tax preparation services through its wholly owned subsidiary, BridgePort Tax.

The firm constructs and supervises model portfolios through an Investment Committee and delivers discretionary management via its BridgePort Wrap Program and Advisor Managed Portfolios, with access to third‑party strategists. In addition to unaffiliated strategists, BridgePort makes available affiliated models from Cambridge Investment Research Advisors under the Founders Gate Capital brand, and certain advisors may employ more active techniques—explicitly including a market‑timing service and option strategies—when appropriate for a client’s objectives.

Noteworthy for a team firm, BridgePort is under common ownership with Cambridge Investment Research, Inc. (a broker‑dealer) and Cambridge Investment Research Advisors, Inc., and it discloses the resulting conflicts when affiliated strategies or shared arrangements are recommended. The firm sponsors a wrap‑fee program, uses approved third‑party managers (including SEI), offers educational seminars, and provides performance reporting to clients, all of which the brochure highlights alongside its disclosure of affiliated relationships and supervisory controls.