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

We deliver solutions based on research, data analysis and an assessment of the best options for your needs. Our goal is to help you make financial decisions with purpose and clarity.

Group Benefits

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

We bring clarity and purpose to your financial decisions, aligning wealth-building strategies with your lifestyle goals. Think of us as your personal CFO—there to keep you on track, while always moving you a step closer to your ideal future.

Personal Insurance

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. 

Corporate Insurance

From key person insurance to executive and shareholder agreement planning, our offerings are designed to mitigate risk and deliver financial certainty.

Subscribe

Get our latest report delivered straight to your inbox

Get the latest

The latest industry trends, legislative developments and strategic insights to help you achieve your financial goals. Sign up for our newsletter now!