It’s become something of a tradition here at Bridgewell Financial to cap off the year with a look back at our accomplishments as a team, our growth as a firm and the steps we’ve taken to serve you better. Throughout 2025, we’ve worked to enhance our systems and processes, fine-tuning our back-end infrastructure to provide …
Providing exceptional service and delivering innovative solutions to business owners and leaders requires specialized expertise. In Bridgewell’s case, that’s built around key pillars including group benefits, executive planning, insurance and financial planning. Helping our clients bridge the gap between wealth and health—specifically, connecting their total well-being to strategic financial decisions—requires extensive knowledge to deliver what …
Meet the Bridgewell Financial team: Fran Perkins Read More »
It takes a special group of people to build a successful financial services firm. In our case, it meant hiring professionals who share our passion for wellness and a commitment to delivering an outstanding service experience to our clients. We’ve been fortunate to assemble a team that not only satisfies that criteria, but goes above …
Meet the Bridgewell Financial team: Sharika Thalapally Read More »
One of our founding goals at Bridgewell Financial was to ensure that our core values were built into every aspect of our firm. That included delivering comprehensive group benefits, personal and corporate insurance, wealth and financial planning and executive planning and group benefits solutions, developing an industry-leading customer service experience and offering a rewarding workplace …
One of the many advantages of Bridgewell Financial’s membership with Benefits Alliance is the opportunity to participate in the organization’s annual Connect Conference. The 2024 edition—held September 22nd to 24th in Nashville—exceeded our expectations in every way, from the chance to network with leading group benefits professionals from across North America to the depth and …
Reflections on the Benefits Alliance Connect Conference 2024 Read More »
When asked what makes our firm stand out, we simply say that Bridgewell Financial is powered by extraordinary people. Their dedication to excellence, their commitment to our clients’ success and their passion for giving back to the community have helped our firm achieve success over the years. No matter their role, our team members are …
Meet the Bridgewell Financial team: Jessica Thompson Read More »
Since founding Bridgewell Financial, we’ve been lucky to work with many outstanding service providers from across the financial services industry. We’ve built strong connections and forged relationships that are helping our clients achieve financial wellness in all aspects of their personal and professional lives. We’ve even had the opportunity to welcome one of those like-minded …
There’s nothing better than knowing that you work with one of the best teams in the financial services industry—and we fully believe that’s the case here at Bridgewell Financial. We’re very proud of the commitment to excellence that our colleagues display every day. Their dedication to continuous learning, providing an exceptional client service experience and …
Meet the Bridgewell Financial team: Teresa Garcia Read More »
The holidays are a time for reflection, to recharge and to refocus for a dynamic New Year ahead. For Bridgewell Financial, it’s also an opportunity to look back on the many accomplishments of our first full calendar year in business. As we emerged from the throes of the pandemic and took baby steps in our …
Year-in-Review 2022: A look back at Bridgewell’s first calendar year Read More »
‘How can we help our clients achieve personal or professional financial wellness?’ That was the simple question we asked ourselves when we set out to build Bridgewell Financial. As a concept, it helps constantly reorient our focus toward meeting your personal and professional financial needs. But it’s really about something bigger. As a firm, we …
The Bridgewell year-in-review: Celebrating growth and financial wellness Read More »
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