Conflict Free
Bridge Generations is independently owned and operated which alleviates the conflicts that come with shareholders, share prices, and earnings targets.

Highly Personalized
Bridge Generations is boutique in nature and intentionally small, so we can maintain deep personal relationships and superior service. Our approach allows us to focus on the critical and often complex issues wealth creates.

Sound Investment Solutions
Bridge Generations understands the Science of Investing, which uses decades of unbiased, peer-reviewed research and evidence as the foundation of its investment philosophy. Bridge Generations cannot control or predict markets but it can control investment costs, taxes, and risk

Team Approach
Bridge Generations offers a team approach that works with your team of CPAs and attorneys who know you and your history the best. We build on their knowledge to increase their impact, while at the same time we bring new ideas to the table from other advisors we work with to avoid “big firm: group think”

Accessible & Transparent
We regularly meet face-to-face with our clients to review their investment performance and maintain their plans current with their changing lives.