A complete list of active advisors currently associated with Bridge to Wealth LLC

Warmer can help you find a great advisor at Bridge to Wealth LLC or one who fits your needs even better.

Bridge to Wealth LLC serves individuals and high-net-worth clients and also provides advisory services to employer-sponsored retirement plans. The firm offers discretionary portfolio management, project-based and ongoing financial planning, retirement-plan consulting, and occasional educational seminars and speaking engagements. The firm’s investment approach emphasizes Modern Portfolio Theory and primarily uses passive investment management, constructing diversified portfolios with index mutual funds and ETFs tailored to clients’ asset-allocation targets and tax considerations. Client relationships include regular reviews, personalized investment policies, and the ability for clients to impose reasonable restrictions on investments. Compared with many solo independent advisers, Bridge to Wealth provides pension consulting and retirement-plan services that can include ERISA fiduciary oversight, vendor analysis, participant education, and plan setup and administration. The firm’s leadership holds CFP® and CPA credentials and continues to provide accounting services outside the advisory business, which informs its focus on employee-benefit optimization and financial education (including seminars sometimes offered pro bono).

To learn more about the advisors currently working at Bridge to Wealth LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Joseph Rugger	Corinth, TX	6

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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.

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