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Our Services
Financial Planning
Align everyday decisions with long-term outcomes, covering cash flow, goal setting, and behavioral strategy for professionals and families.
Financial Protection
Risk-first planning using life insurance and other tools to safeguard your life, income, and legacy while building growth layers.
Investment Management
Customized investment and income planning that supports your goals while coordinating tax, timing, and withdrawal needs.
Estate & Legacy Planning
Prepare your wealth to outlive you. We help design structures that preserve family harmony, purpose, and tax efficiency.
Business & Nonprofit Planning
For owners, founders, and organizations needing succession, benefits, liquidity, and planning strategies to strengthen both mission and margin.
** All financial, insurance, and investment strategies should be reviewed in the context of your full financial picture. Bridger Wealth does not provide legal or tax advice. Coordination with your legal and tax professionals is encouraged.
Contact Us
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Hours
Open today | 09:00 am – 05:00 pm |
