Bridge Wealth Advisors Information

Bridge Wealth Advisors is dedicated to understanding and helping the needs of medical professionals. Our goal is to become your strategic partner and most trusted advisor, providing guidance and assistance to help you work towards your financial and investment goals. Whether you’re a veteran doctor or are finishing your residency, we offer resources and advice aimed at systematically identifying where you are in your financial life-cycle and proactively work with you to assist you in pursuing your goals. As a fully independent and conflict-free firm, we are able to provide unbiased financial advice while making the best choices for our clients tailored to their individual situations and desires. Additionally, our unique team structure allows us to provide specialized advice for every dimension of our clients’ financial lives. Our holistic, team oriented approach results in: • Unbiased guidance • Access to independent research • Access to broad investment offerings • Competitive pricing • True independence • A customized web site for you and your family that may be accessed by your other trusted advisors, including attorneys and CPAs. Bridge Wealth Advisors Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS and Kestra AS are not affiliated with Bridge Wealth Advisors, LLC or Gotleib & Associates, LLC. This profile is published for residents of the United States only. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Compliance department at 512-697-6000. For a list of states in which we are registered to do business, please visit www.invest2retire.com