844-306-0166

Bridging Wealth
Bridging Wealth
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Financial Planning

Connecting Financial Dreams to Concrete Plans

Do you dream of owning a home, funding higher education, or creating a stress-free retirement? A concrete plan is imperative in achieving your financial dreams.


Beyond just saving and budgeting, there are many elements that must be considered as part of a complete financial picture, such as insurance planning, tax planning, retirement planning, estate planning, and more. Understanding the complete financial picture and having a concrete plan provides better control in meeting short, intermediate, and long-term financial goals.


"Financial security and independence are like a three-legged stool resting on savings, insurance, and investments." - Brian Tracy


But where to start with so many products and offerings?


At BWS, we start with you, focusing on your individual needs and goals. And rest assured, we continuously monitor the ever-changing economic environment, offering modern strategies presented in a way that’s relevant to you. Simply put, we don’t speak in financial-ese. We believe you need current financial models to successfully take you into retirement, not outdated ones developed last century.


See Our Process for a complete overview of what to expect.

what we offer

Investments Made Simple

Guidance When It Matters Most

Planning for Your Future

  • Stocks, bonds, and annuities
  • IRAs tailored to your needs: Traditional, Roth, SEP, and more
  • Flexible brokerage accounts

Planning for Your Future

Guidance When It Matters Most

Planning for Your Future

  • Retirement strategies: 401(k), 403(b), and more
  • College savings plans for your family
  • Tax-efficient plans and estate strategies

Guidance When It Matters Most

Guidance When It Matters Most

Guidance When It Matters Most

  • Divorce financial planning to help you make informed decisions
  • Customized financial strategies for your unique goals

Protecting What Matters

Protecting What Matters

Guidance When It Matters Most

  • Life, disability, and long-term care insurance
  • Health insurance options
  • Employee benefits planning

Learn and Grow

Protecting What Matters

Let's Get Started

We host educational events and workshops to help you better understand your financial options and make informed decisions with confidence. Topics include:

  • Retirement planning basics
  • Navigating financial challenges during divorce
  • Building wealth and achieving financial independence

Let's Get Started

Protecting What Matters

Let's Get Started

Ready to take control of your financial future? Schedule a meeting with us today to create a personalized roadmap tailored to your goals. Whether you prefer an in-person chat or a virtual meeting, we’ll make it easy for you.


Schedule Your Meeting Now

Let's Get Started

Let's Get Started

Let's Get Started

Ready to take control of your financial future? Schedule a meeting with us today to create a personalized roadmap tailored to your goals. Whether you prefer an in-person chat or a virtual meeting, we’ll make it easy for you.

Schedule Your Meeting Now

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Bridging Wealth

2601 Broad St, Suite 3, Chattanooga, TN 37408, USA EMAIL: BBRIDGES@CAMBRIDGESECURE.COM

844.306.0166

Copyright © 2025 Bridging Wealth - All Rights Reserved. BrokerCheck

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