About Us

Who We Are

Bridgeport Wealth Management was formed out of a strong desire to help people preserve and achieve success in their lives through thoughtful and insightful financial guidance as well as careful planning and an all-inclusive perspective on what really matters. Our status as an independent financial consultant working with LPL Financial allows us to focus on you and your family’s needs directly. We take pride in really knowing our clients and what they need and desire out of a relationship with a financial professional.

Who We Are

At Bridgeport we truly thrive on helping people succeed while maintaining a strong backbone of integrity and service for our clients. We believe in treating every client in the same manner that we would treat our loved ones. Our clients know that when they call us with any financial problem, large or small, that we can help them get to a solution with a thorough and professional approach.

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

Client Centered

As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office. 

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