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Helping Clients Preserve & Distribute Wealth Since 1963

Meet Our Team

Welcome to the Bridge Group

Our mission is to help you create, preserve and distribute your wealth by bridging the gap from where you are today to where you want to be in the future. That purpose serves as a guiding light for our team and truly defines our role and commitment to you.

Learn More


The Bridge Group Processes

The Total Estate Method

The Foundation Capital Method

The Tax-Wise Method

The Maximum Benefits Method



  • Tax Tips on Capital Gains

    Tax season is an opportunity to look at the tax implications of investment strategies and plan for the year ahead.

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Market Watch

February 21, 2018 @ 11:49 AM

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials ETF +0.2%  
Nasdaq Composite ETF +0.3%  
S&P 500 ETF +0.3%  

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