Our Services
The Bridge Generations Advantage
Bridge Generations offers its clients a uniquely customized Private Chief Financial Officer (CFO) process to manage their wealth.
By carefully crafting individualized financial plans for high-net-worth executives, individuals, and business owners, Bridge Generations strategically maximizes the odds of each client’s success creating confidence and financial peace of mind.
Bridge Generations adheres to a strict and ethical standard of practice that takes the guesswork out of the equation.
We think letting decades of unbiased, peer-reviewed financial research guide our recommendations is a much better way to invest. Our investment strategy brings logic, transparency, and simplicity to your life. We help you focus on the things you can control, so you can ignore the things you can’t.
Our Services
Financial Position
Risk Management
Through our risk management process, we will identify financial strategies to protect what you have and ensure your and your loved ones’ protection when the unexpected occurs.
Wealth Accumulation
As part of the wealth accumulation phase, your advisor will identify opportunities to grow your assets over time by applying the proper asset allocation to meet your needs and goals.
Tax Management
The goal of tax management is to efficiently structure your assets to limit the taxes you pay over your lifetime and help you get the most out of your savings.
Retirement Planning
The earlier you begin planning, the more sound your financial future can be and the more flexibility and freedom you have to choose when, how, and where you retire.
Estate Planning
Estate Planning goes hand in hand with our Risk Management Review, and it is when we discuss strategies to ensure what you leave behind is passed down efficiently and according to your wishes.
Our Process
The Private CFO Process is about making one decision, one step at a time, that will lead to financial peace of mind.
The Private CFO Process is about making one decision, one step at a time, that will lead to financial peace of mind.
The Private CFO Process is about making one decision, one step at a time, that will lead to financial peace of mind.
The Private CFO Process is about making one decision, one step at a time, that will lead to financial peace of mind.
The Private CFO Process is about making one decision, one step at a time, that will lead to financial peace of mind.
The Private CFO Process is about making one decision, one step at a time, that will lead to financial peace of mind.
The Private CFO Process is about making one decision, one step at a time, that will lead to financial peace of mind.
GAP Analysis Includes
- Executive compensation plans
- Stock options
- SARs, RSUs, etc.
- Deferred compensation plans
- “C” level employment contract review
- Business succession
- Sale of business
- Cash flow planning
- Tax management
- Investment management
- Insurance management
- Estate planning and coordination
- Wealth transfer
- Family mission
- Complex family dynamics
- Longevity planning
- Financial independence
While working with our team, we will help you determine if you’re making the best choices regarding your balance sheet, cash flow, and debt management.