Every company needs a person (or people) capable of taking ideas and bringing them to reality. Sometimes these talented professionals are immersed in the day-to-day operations of the business. At others, they’re the higher-level strategists who set a vision for the organization’s growth and success, then enact a plan to reach those goals. When we …
Meet the Bridgewell Financial team: Graeme Martin Read More »
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 »
When we founded Bridgewell Financial, we wanted to accomplish a few goals. Key among them: reinforcing the importance of wellness across the financial services industry, while also delivering a premium level of service to our clients. Doing so meant bringing aboard professionals who shared our firm’s core values and were committed to going above and …
Meet the Bridgewell Financial team: Justin Kishurilall 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 »
What happens when you put some of the world’s leading health, wellness and longevity experts in the same room? Put simply, you’re subject to a mind-boggling array of insights and expertise that expand your understanding of optimal human performance. And let’s not forget the opportunity to interact with some of the insurance, financial planning and …
Key takeaways from the Longer. Healthier. Better Symposium Read More »
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 »
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