Ing-Jackson Brooks

At Bridges Wealth, our mission is to help our clients achieve their long-term financial goals and live a life of financial freedom. We believe that every individual deserves a personalized approach to financial planning, and we strive to provide a tailored experience that caters to our clients' unique needs and aspirations.

Our Services

At Bridges Wealth, we offer a range of financial services designed to help our clients navigate the complexities of modern finance. These services include:

• Financial Planning: We help our clients create a comprehensive financial plan that aligns with their values, goals, and risk tolerance.
• Investment Management: Our team of experts will work with you to develop a customized investment strategy that helps you achieve your financial objectives.
• Retirement Planning: We can help you plan for a secure and comfortable retirement, ensuring that your golden years are spent enjoying the fruits of your labor.
• Estate Planning: We can help you create a comprehensive estate plan that ensures the transfer of your assets to the next generation.
• Tax Planning: Our experts can help you navigate the complexities of tax law and find ways to minimize your tax liability.

Our Team

Our team of experienced professionals is dedicated to providing you with the highest level of service and expertise. Our team includes:

• Eric King, CFP: With over a decade of experience in the financial services industry, Eric has helped countless individuals and families achieve their long-term financial goals.
• Russell Telfer: Russell brings a strong background in finance and investing, and has a proven track record of delivering results for his clients.
• Shellissa Cassoday: Shellissa is a seasoned financial professional with a deep understanding of estate planning and wealth transfer strategies.
• Linda L. Jackson: Linda is a retirement planning expert with a passion for helping individuals and couples create a secure and comfortable retirement.

Our Process

At Bridges Wealth, we take a holistic approach to financial planning. We believe that every individual is unique, and that a one-size-fits-all approach to financial planning is doomed to fail. Instead, we take the time to get to know each of our clients individually, understanding their values, goals, and risk tolerance. We then work with them to develop a customized financial plan that addresses their specific needs and objectives.

Get Started

If you're ready to take control of your financial future, we invite you to schedule a consultation with one of our experienced financial professionals. We're committed to helping you achieve your long-term financial goals, and we're here to support you every step of the way.