Bridgeway Wealth Partners

Together, we can evaluate your circumstances, identify your short and long-term objectives and determine an appropriate plan of action.


Financial Markets

Markets go up and down. So does the economy. So does your life. Staying on track to reach your long-turn financial goals while balancing day-to-day needs can be challenging.  

Financial Trust

That’s why you need a professional you can turn to for trusted advice and guidance when it comes to your finances and investing.  

Create A Plan

Whether you are in the wealth creation, wealth preservation or wealth transfer stage, Bridgeway Wealth Partners will create the right plan for you.

Investment Management

Our approach to overseeing our clients’ investment portfolios has been based on personalized account planning, risk minimization, disciplined professional money management, and tax efficiency.

Quality of Life

A sound, clearly communicated estate plan can help your loved ones make difficult transitions with confidence and protect their future quality of life.

Set Goals

Our goal is to work with you to establish a solid foundation for meeting your financial needs.


Caring for Your Aging Parents

Caring for your aging parents is something you hope you can handle when the time comes, but it's the last thing you want to think about. Whether the time is now or somewhere down the road, there are steps that you can take to make your life (and theirs) a little...

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Introduction to Investment Planning

What is investment planning? The investment planning process If you're fortunate enough to have money left over after paying the costs of living, you may be able to make that extra money go to work for you by investing it to earn a financial return. Investment...

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Active vs. Passive Portfolio Management

One of the longest-standing debates in investing is over the relative merits of active portfolio management versus passive management. With an actively managed portfolio, a manager tries to beat the performance of a given benchmark index by using his or her judgment...

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Securities offered through Arete Wealth Management, LLC member FINRA/SIPC/NFA

Check the background of this broker dealer at FINRA’s Broker Check site.