Bridgeport Wealth Management
Client Centered Financial Services
What's Your Risk Number?
Complete Our Questionnaire and Find Out!
Building the Bridge Between Goals and Results
Where do you want to go?
The Long Run: Women and Retirement
It May Be Time for a Financial Checkup
Our priority is helping you take care of yourself and your family. We want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
We've partnered with Riskalyze to provide our clients with a better vision of their personal level of risk and how it relates to their investment portfolio. Do you know your risk number? Find out today by taking a quick free survey.
We create strategies that are tailored to your goals.
We're prepared to guide you through life's transitions.
We operate our business with ethics and integrity.
Let's talk about your investment strategies.
"An investment in knowledge pays the best interest."
- Benjamin Franklin
"Wealth is the ability to fully experience life."
- Henry David Thoreau
When you work with us, you're part of the family. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come.
Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.