Enjoy a Retirement That Feels Like Home
We help you find a better way ... because retirement is about more than just your money. It's about your lifestyle, your family and your legacy.
Five Core Values.
One Priority — You!
At Three Bridges Wealth Management, our relationship with you is built on a foundation of trust and shared principles.
Committed to a collaborative and educational approach defined by genuine care, white-glove service and core values that guide our every decision, we provide a wealth management experience that is both high-end and inviting.
Do the Right Thing: Integrity guides all our actions.
Family First: Family is the driving force behind everything we do.
Driven: We constantly strive for excellence and avoid mediocrity.
Genuine: We care about the people we serve — and show it.
Character Counts: We believe every action should leave a lasting impression.
Discover Your Bridge to Retirement
At Three Bridges Wealth Management, we know retirement is about more than just your money.
We created our Bridge to Retirement Planning Process™ to help you plan, preserve and prosper in every area of your life. Our custom approach addresses five essential areas — income, taxes, family, healthcare and investments — to connect you with your goals in six steps:
Discovery Session
We get to know each other, focusing on what matters most to you while addressing your goals and concerns.
Path Forward Session
We review your current plan as well as any opportunities that we identify to enhance your retirement.
Strategy Session
TOGETHER we craft a personalized strategy that aligns with your goals and makes transitions feel effortless.
Client Experience Session
An interactive experience to ensure that our clients know how to use the tools, resources and team members that are available to help guide them in retirement.
Future Foundation Session
Review, fine-tune and execute tax, estate and insurance strategies to help build a secure, confident, comfortable future.
Continuing Service & Advice
You will receive personalized, ongoing support and education as we adapt to your evolving retirement journey. The Three Bridges team is here to serve you.
“Let’s Find a Better Way ... Together.”
Calculator
Are You Paying Too Much in Taxes?
Taxes can be one of the most significant expenses in retirement. Understanding your potential tax liability is a critical step in building an efficient financial strategy.
Our calculator can help you get a clearer picture of your tax situation and identify potential opportunities or obstacles.
Find a Better Way ...
To Live Life on Your Terms
In his book, “Find a Better Way,” Three Bridges founder Tom Gandolfi shares the personal story that led him to the financial service industry and shaped his commitment to putting clients first. Using jargon-free language, Tom outlines what to look for — and what to avoid — in your retirement strategy.
Education Can Be Entertaining
Education is at the heart of everything we do. We want to share our knowledge to help you make wise retirement decisions with confidence.
From our popular Breakfast Club and Bridge to Retirement Learning Series gatherings to our retirement-focused educational classes, we provide valuable information in fun, comfortable environments.
Does Three Bridges Feel Like Home?
Discover how our personal approach and experienced guidance can help you create a retirement strategy that’s right for you.
