Bridge Wealth Advisors

Dedicated to the Well-being of Your Financial Life Whether you’re a long-time physician, resident, or dentist, you listen to your patients all day long. Who is listening to you? Bridge Wealth Advisors is dedicated to understanding and helping the needs of medical professionals. We know the relentless pressure and demands of your world. Our relationships are founded on transparency, communication, trust, and consistency. With over 40 years of combined experience, our advisors give medical professionals the focused attention they need. Through customized and unique strategies, we strive to give you confidence in your financial health so you can focus on what matters most: your patients, your career, and your family. Whether you’re a veteran doctor or are finishing your residency, we endeavor to help coordinate all aspects of your financial world. No matter where you are in your life or career journey, our mission is constant: to help you fulfill your goals and strengthen your financial independence. Our Philosophy Planning First, Not Products Do you have a plan that anticipates when you will be nearing the age of retirement? If not, then it’s time to find out. Medical professionals are vastly underserviced and unprotected in the financial services industry. As statistics prove,nearly 50% of doctors are significantly unprepared for retirement (AMA Insurance Agency, Inc., 2013). Despite their high level of education and commitment to their clients, many medical professionals face an increasingly uncertain financial future. We founded Bridge Wealth Advisors to right the ship and give medical professionals a plan of action. Rather than focusing on hypotheticals, we provide truly comprehensive and concrete strategies that leave nothing to chance. Tell us where you want to go and our advisory team will help you get there.

Address: 1120 Route 73, Suite 305 Mt. Laurel, NJ 08054, USA

Phone: +1 800 297 3110
FAX: