BridgePort Financial Solutions brings family office coordination to complex client lives. Effective planning cannot be done in a vacuum, with each aspect – planning, tax, legal, investments, estate, banking, protection – working in a silo. Rather, we believe a coordinated approach where the components are thoughtfully considered is more effective.

Our Philosophy:

At BridgePort, we consult with a client’s other experts and guide their efforts to complement the client’s goals. We feel a holistic, coordinated approach can yield a deeper analysis and may increase progress to attain your goals. It is our role as planners to be the architect of the strategy and to oversee outside specialists.

How to Get Started – We Drive the Process:

1. The initial step is to schedule and hold an initial consultation to allow us to understand not only what is important to you, but why. Once we have a significant understanding of your current situation and long-term desired outcomes, we move to an analysis.
2. In the analysis phase, we look into multiple aspects of your situation and create a framework for the financial strategy. We then work with your outside experts, such as CPAs and attorneys, to educate them on your goals and obtain their area-of-expertise recommendations. Finally, we may hold a coordinated meeting or conference-call/web-ex to allow all experts to collaborate for your benefit.
3. Once the strategy is created and specific action steps are outlined, we educate you on our findings and recommendations. You should feel comfortable knowing your situation was examined from multiple angles and a coordinated approach is being recommended.
4. On an on-going basis, we will re-examine your progress and goals, consult the outside experts as needed, and make necessary course corrections.