Bridgewell’s first annual Charity Pickleball Tournament in support of Keep Playing Kids and Junior Achievement was a smash success! Our recent blog has all the highlights, including acknowledgements of our many generous sponsors and partners.

Month: December 2025

Bridgewell Financial Partner Chad Tranter at Paddles with Purpose

Year-in-Review 2025: A new annual giving event, new team members and new improvements across Bridgewell

It’s become something of a tradition here at Bridgewell Financial to cap off the year with a look back at our accomplishments as a team, our growth as a firm and the steps we’ve taken to serve you better. Throughout 2025, we’ve worked to enhance our systems and processes, fine-tuning our back-end infrastructure to provide …

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Fran Perkins

Meet the Bridgewell Financial team: Fran Perkins

Providing exceptional service and delivering innovative solutions to business owners and leaders requires specialized expertise. In Bridgewell’s case, that’s built around key pillars including group benefits, executive planning, insurance and financial planning. Helping our clients bridge the gap between wealth and health—specifically, connecting their total well-being to strategic financial decisions—requires extensive knowledge to deliver what …

Meet the Bridgewell Financial team: Fran Perkins Read More »

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