WEALTH MANAGEMENT

Bridge Advisory

Our alliance with Bridge Advisory exists for our clients. Our clients have experienced the benefits of this model as all members of their financial team communicate their ideas on lowering tax burdens, or providing for retirement income, running a business, or having a succession plan.

We have skillsets that overlap and complement each other.

We have countless examples of how collaborative advice benefits our clients. We lead, guide or stand by your side. We provide forward thinking as we connect you to your financial future.

If at any time, you would like a Financial Health Assessment, simply fill out this form, and the Partner you normally work with at The Accountancy will get in touch with you to set up a time to discuss your needs.

Alex Leu

      

Vanessa Burnett

CFP®

      

Michael Velazquez

CPA/PFS, CFP®, MSP

      

Steven Clement

CPA, MBA

      

David Penniall

CFP®

      

Hal Smith