Your prosperity is our priority
Bridgewell Financial delivers insurance services, wealth and financial planning and group benefits to organizations and individuals.
Client-centric, results driven
Organizations and their leaders need the support of advisors who can minimize financial complexity. They need the right expertise and a simplified approach they can trust.
Bridgewell brings together a team of experienced financial specialists committed to supporting your business and helping to build your personal wealth.
As an independent firm, our boutique service experience is anchored by dynamic ideas and proactive planning. We use fact-based insights and the latest technology to close gaps and streamline your decision-making process—managing financial considerations that often go overlooked or under-serviced—while creating an integrated strategy that delivers strong financial outcomes.
Dedicated to your financial well-being
We believe that when you succeed, so do we. Helping you build a personal or professional financial legacy—all while delivering the right solutions and advice—is how we measure success.
We’re focused on building a long-term relationship with you and your team. As a partner in your prosperity, we have the people and infrastructure to service your financial needs as they evolve over time—and we’re committed to working with your other trusted advisors to power the purpose behind your decisions.
What We Do
Attract and retain top talent with a total compensation package that features comprehensive group benefits, retirement saving and employee health and wellness programs.
Wealth & Financial Planning
Through in-depth consultation and strategic planning, we deliver customized insurance solutions—including life, long-term disability and critical illness coverage—that offer financial security and peace of mind.
From key person insurance to executive and shareholder agreement planning, our offerings are designed to mitigate risk and deliver financial certainty.