Bridgewise Wealth Management

BridgeWise Wealth Management provides discretionary investment management, financial planning, and consulting services to individuals (including high-net-worth clients), trusts, nonprofit and corporate entities, and retirement plans. The firm reports managing roughly $35.6 million for about 115 client relationships and also offers Assets Under Advisement services for held-away accounts.

The firm’s investment process combines fundamental, technical, and cyclical analysis and supports both active and passive strategies, often using separately managed accounts and third‑party investment advisors where appropriate. BridgeWise sponsors and administers its own wrap fee program while also offering unwrapped arrangements, giving clients the option of bundled wrap services or fee-segmented solutions.

Distinctive features include that the firm’s managing member and other investment adviser representatives are licensed insurance agents and make insurance and annuity products available through a separate practice, BridgeWise Insurance Partners LLC, with commissions earned outside the advisory fee structure; the firm does not assess its advisory fee on assets held inside those insurance products. The managing member also operates a college‑planning practice and provides community financial education, activities the firm discloses and manages separately from its advisory services.