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We value our clients’ values.

It begins with a conversation and evolves into a curated plan unique to you, your needs, and your goals.

Our Clients

Bridgeworth’s financial planning and investment management process operates on our strong belief in personalized solutions. Our deep bench and years of experience allow us to help clients in various professions and life stages to grow, maintain and manage their wealth.

Professionals

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Professionals from engineers, physicians, and attorneys to business owners and startup entrepreneurs have trusted our team with their financial advising needs. Our team approaches each client with the belief that your personal and professional goals are paramount. Whether you are accumulating funds for retirement or looking to sell your business, our Financial Planning and Investment Management programs include assistance in:

Cash Flow Management Investment and Risk Management Employee Benefits Selection and Review Insurance Needs Estate Planning Education Planning

Life Transition

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From our firm’s inception, we have built a reputation for working with clients as they make crucial decisions around retirement packages. We have assisted thousands of clients as they planned for and transitioned into retirement while addressing their ongoing needs. Planning for life transitions, specifically retirement planning, remains a core focus of our firm. We leverage that experience to provide guidance to clients in other circumstances as they begin to address important life decisions.

Moments of life transition can present unexpected financial challenges and require thoughtful preparation and strategic planning. Whether it is a job change, retirement, divorce, or the loss of a loved one, our experienced team can guide you through the important transitions in passage to a place of financial health on the other side.

Our team includes advisors who hold designations including Certified Divorce Financial Analysts® (CDFA®), Chartered Financial Consultant® (ChFC®), Chartered Retirement Planning CounselorSM (CRPC®), Certified Fund Specialist (CFS), and Chartered Special Needs Consultants (ChSNC®) for families who care for a loved one with special needs.

Retirement Divorce Widowhood New Career Marriage

Private Client Group

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The Private Client Group (PCG) team serves high and ultra-high-net-worth individuals and families whose complex needs require additional custom planning. We specialize in helping clients grow, preserve, and transition wealth—because we understand that your legacy is larger than you. With our industry-leading team, we provide boutique firm offerings and top-tier resources catering to the unique needs of high-net-worth clients through our Private Client Group.

In addition to financial planning and investment management, our PCG team can provide:

Customized Investment Portfolios Coordination with Your Strategic Professional Advisors Tax Planning Resources to Support Legacy and Philanthropic Goals Multi-Generational Planning Guidance About Executive Compensation Plans Business Exit and Succession Planning Alternative and Private Market Investment Options

Building wealth over time requires thoughtful long-term planning. To make the most of those lasting plans, we have designed a program for young professionals, inheritors, and others who meet our requirements that need guidance to manage and build wealth as they progress in their careers. Our Access program provides financial coaching from our CFP® professionals while emphasizing basic financial and investment education.

Along with these resources, you also have access to Bridgeworth’s educational events, hosted by a team of industry-leading professionals.

Financial Coaching Goal-Based Financial Planning Cash Flow Planning Student Loan and Debt Management Education Planning for Young Children Employee Benefits Review