Cedar Rapids, IA Office

Bridgeway Wealth Management provides financial planning, consulting, and both discretionary and non‑discretionary investment management to individuals, trusts, estates, charitable organizations, corporations and other business entities. The firm offers project‑based and ongoing planning engagements in addition to portfolio management for individual clients of varying wealth levels.

Portfolios are constructed from a mix of stocks, bonds, ETFs, ETNs, closed‑end and mutual funds, structured notes and alternative investments, with asset allocation tailored to each client’s risk tolerance, time horizon and liquidity needs. The firm frequently implements strategies by selecting Independent Managers and principally delivers investment management through Raymond James wrap fee programs, including the Ambassador Program, under both discretionary and non‑discretionary mandates.

Notable features that distinguish the firm from many peers are its affiliation with a licensed attorney who maintains a separate law practice and may serve as legal counsel to some clients under separate engagements, and its role as an investment manager within wrap fee programs. The firm also participates in and receives educational and administrative support tied to its custodian relationship, including access to custodian‑sponsored educational events and technology, which can create conflicts of interest different from those at many similarly sized advisers.