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.

Read it now
logo-bridgewell

News

Fran Perkins

Meet the Bridgewell Financial team: Fran Perkins

Leave a Comment / News / By

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 »

Matt Shechtman

Meet the Bridgewell Financial team: Matt Shechtman

Leave a Comment / News / By

Delivering the most innovative group benefits, wealth and financial planning and insurance solutions to our clients means staying a step ahead of industry developments, while also attracting and retaining the very best talent in our sector. It’s why we’ve worked to hire highly engaged and dedicated employees, while also collaborating with dynamic partners that can …

Meet the Bridgewell Financial team: Matt Shechtman Read More »

Paddles with Purpose Bridgewell team photo

Reflections from Bridgewell Financial’s first annual Paddles with Purpose event

Leave a Comment / News / By

We partied, we dinked, we raised funds for a couple of amazing causes that mean a great deal to our team. It’s been several weeks since our first annual Paddles with Purpose at the Fairgrounds Leaside (a huge ‘thanks’ to their team for their hard work in making our night so special!), and we’re set …

Reflections from Bridgewell Financial’s first annual Paddles with Purpose event Read More »

Sharika Thalapally

Meet the Bridgewell Financial team: Sharika Thalapally

Leave a Comment / News / By

It takes a special group of people to build a successful financial services firm. In our case, it meant hiring professionals who share our passion for wellness and a commitment to delivering an outstanding service experience to our clients. We’ve been fortunate to assemble a team that not only satisfies that criteria, but goes above …

Meet the Bridgewell Financial team: Sharika Thalapally Read More »

Meet the Bridgewell Financial team: Justin Kishurilall

Leave a Comment / News / By

When we founded Bridgewell Financial, we wanted to accomplish a few goals. Key among them: reinforcing the importance of wellness across the financial services industry, while also delivering a premium level of service to our clients. Doing so meant bringing aboard professionals who shared our firm’s core values and were committed to going above and …

Meet the Bridgewell Financial team: Justin Kishurilall Read More »

Yohan Roche

Meet the Bridgewell Financial team: Yohan Roche

Leave a Comment / News / By

One of our founding goals at Bridgewell Financial was to ensure that our core values were built into every aspect of our firm. That included delivering comprehensive group benefits, personal and corporate insurance, wealth and financial planning and executive planning and group benefits solutions, developing an industry-leading customer service experience and offering a rewarding workplace …

Meet the Bridgewell Financial team: Yohan Roche Read More »

Bridgewell Financial welcomes Seligman Insurance

Welcoming Seligman Insurance to the Bridgewell Financial family

Leave a Comment / News / By

As we’ve worked to grow Bridgewell Financial since our firm’s inception in early 2021, we’ve remained focused on helping our clients achieve financial wellness by delivering the most effective group benefits, insurance and wealth and financial planning solutions for their needs. We’ve constantly sought out new technology platforms to enhance our service offering, while expanding …

Welcoming Seligman Insurance to the Bridgewell Financial family Read More »

Bridgewell Financial playing pickleball year-in-review

Year-in-Review 2024: An ambitious new $1 million giving goal and enhancements to serve you better

Leave a Comment / News / By

For the past two years, we’ve had the pleasure of sharing year-end updates detailing our growth here at Bridgewell Financial. That includes an ever-expanding list of enhancements that we’ve made to address your evolving personal and professional financial needs across our core service pillars: group benefits; wealth and financial planning; executive planning; and personal and …

Year-in-Review 2024: An ambitious new $1 million giving goal and enhancements to serve you better Read More »

couple doing yoga and discussing Longer. Healthier. Better Symposium

Key takeaways from the Longer. Healthier. Better Symposium

Leave a Comment / News / By

What happens when you put some of the world’s leading health, wellness and longevity experts in the same room? Put simply, you’re subject to a mind-boggling array of insights and expertise that expand your understanding of optimal human performance. And let’s not forget the opportunity to interact with some of the insurance, financial planning and …

Key takeaways from the Longer. Healthier. Better Symposium Read More »

Client Service Leader Jessica Thompson

Meet the Bridgewell Financial team: Jessica Thompson

Leave a Comment / News / By

When asked what makes our firm stand out, we simply say that Bridgewell Financial is powered by extraordinary people. Their dedication to excellence, their commitment to our clients’ success and their passion for giving back to the community have helped our firm achieve success over the years. No matter their role, our team members are …

Meet the Bridgewell Financial team: Jessica Thompson Read More »

bridgewell-logo-white
Linkedin
Subscribe to our newsletter
Copyright © 2025 Bridgewell Financial. All Rights Reserved.
Bridgewell Financial is a proud member of financial industry associations including CALU, Advocis and CGIB

Operating as Bridgewell Financial, a Franklin Tranter & Associates Inc. and Click Benefits Inc. Company

Privacy

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!