BridgePoint Wealth Management

Welcome to our financial services firm, where we are dedicated to providing investment management and strategic wealth planning tailored to your specific needs and situation. Our primary focus is to provide independent advice designed to achieve long-term investment results. We are committed to supporting, educating, and providing informed direction to each and every client with the highest levels of trust, integrity, and respect. Our team approach ensures that we collaborate to provide the best possible solutions for our clients.

Our Services

We offer a comprehensive range of financial services, including:

Insurance Planning

Life is unpredictable, and it's essential to be prepared for the unexpected. Our insurance planning services aim to protect you, your family, and your business from the financial impact of unforeseen events. We offer various insurance products, including life, disability, and long-term care insurance, to provide you with the coverage you need.

Small Business Retirement Plans

We understand that as a business owner, your focus is on growing your business. That's why we offer small business retirement plans designed to help you attract and retain top talent while ensuring that you and your employees are prepared for retirement. We will work with you to design and deliver competitive retirement benefits that put your employees in a position to successfully retire when the time comes.

Financial Planning

Our financial planning services aim to help you achieve your financial goals, whether it's owning your own home, funding your children's education, or creating a stress-free retirement. We use a consultative approach to create a financial plan tailored to your unique objectives. Our financial planning services cover various aspects of your financial life, including cash flow management, investment planning, tax planning, and estate planning.

Divorce Planning

Divorce is a challenging and emotional experience that can significantly impact your financial well-being. Our divorce planning services aim to help you navigate the financial aspects of divorce and protect your financial future. We work with you and your attorney to evaluate the short-term and long-term financial implications of divorce, including dividing assets, alimony, and child support.

Retirement Planning

Retirement planning should start well before retirement. Our retirement planning services take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working. Our retirement planning services cover various aspects of retirement planning, including Social Security claiming strategies, pension analysis, and retirement income planning.

Our Offices

We have offices in Kentwood, Muskegon, Rockford, Lansing, and Hastings, Michigan. Our offices are staffed with experienced financial advisors who are committed to providing you with the highest level of service and support.

At our financial services firm, we strive to be our client's trusted advisor. We believe that our success is measured by our clients' success, and we are committed to providing you with the independent advice and support you need to achieve your financial goals. Contact us today to schedule a meeting and learn more about how we can help you.