Delivering the most innovative group benefits, wealth and financial planning and insurance solutions to our clients means staying a step ahead of industry developments, while also attracting and retaining the very best talent in our sector. It’s why we’ve worked to hire highly engaged and dedicated employees, while also collaborating with dynamic partners that can …
Meet the Bridgewell Financial team: Matt Shechtman Read More »
It would be an understatement to say that the first quarter of 2025 put Canadians’ financial mettle (and wellness) to the test. It closed with the announcement of sweeping U.S. reciprocal tariffs on countries around the world—since paused for 90 days—from which Canada and Mexico were exempted, even as both countries still face levies on …
Tariffs and your financial wellness: Staying the course in the face of uncertainty 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 …
As we’ve worked to grow Bridgewell Financial since our firm’s inception in early 2021, we’ve remained focused on helping our clients achieve financial wellness by delivering the most effective group benefits, insurance and wealth and financial planning solutions for their needs. We’ve constantly sought out new technology platforms to enhance our service offering, while expanding …
Welcoming Seligman Insurance to the Bridgewell Financial family 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 »
If our first year in business was about establishing processes, delivering high-value financial solutions and growing our firm, the second has been about taking it to the next level and continuing to enhance a client service experience built around delivering financial wellness. We’re especially proud that we’ve been able to expand what it means to …
Year-in-Review 2023: Bringing financial wellness to our growing client base Read More »
One of the most important ways we can help clients achieve financial wellness is by continuing to enhance our service experience in every way possible. It’s a commitment that the Bridgewell Financial Group Benefits team not only embraces, but looks to advance as we enter into dynamic new partnerships and association memberships. On that note, …
Bridgewell Financial is proud to join Benefits Alliance Read More »
Typical estate planning discussions revolve around core elements such as trusts, beneficiary designations, tax planning and wills—and for good reason. These are all critical considerations. However, there are other estate planning pillars that typically gain less attention, but can be just as important in helping you achieve overall financial wellness and security. As we noted …
Less-discussed aspects of estate planning: Longevity, a living legacy and your team Read More »
In our first installment in this mini-series, we looked at why developing an estate plan is a critical aspect of financial planning that shouldn’t be delayed. But that’s only the start of the discussion, particularly for professionals, business owners and high net-worth families, whose wealth and strategic tax planning needs are often far more complex. …
Building an estate plan that minimizes risk for your family Read More »
Take a good look at your business. Is there one person—or a few key people—who are invaluable, or whose contributions are so pivotal that without them, your organization could fall apart? The reality is that nothing will compromise your overall financial wellness—or that of your company—like the constant worry of a business collapse if a …
Why it makes sense to protect your business with key person insurance Read More »
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