Tools and Resources

 

Wealth Management:

 

“Everybody gets so much information all day long that they lose their common sense.”  -Gertrude Stein

 

At WealthBridge, we believe sound investment advice is the result of a solid understanding of each client's individual needs, goals, circumstances and tolerance for risk, coupled with analytical skills and professional experience.  Beginning with our clients' needs, our team is focused on vetting strategies that  are appropriate and suitable.           

    •    Portfolio construction, monitoring, and maintenance;

    •    Tax efficient portfolio structuring.

 

Our boutique style approach provides you with personal access a very wide variety of financial services, investment strategies, and products from significant providers in the marketplace.

 

Financial Planning:

 

"When people embark on a journey without a professional guide, they often end up in the wrong place, at the wrong time, having paid too much to get to where they don't want to be."

 

WealthBridge focuses on developing customized, comprehensive financial plans for our clients.  Personally committed, objectively exacting, and intensely focused on your goals.  WealthBridge makes sure that your financial future is set.  After all, you have enough things to focus on without having to constantly worry about the finances that make it all possible.

    •    Getting to know you;

    •    Customizing a program for you;

    •    Executing your plan.

 

“Vision without execution is hallucination”  -Thomas Edison

 

 

Employee Benefits:

 

The WealthBridge approach is customization.  We can work to provide a plan that cost effectively meets your specific needs.

 

Benefit Strategies & Options Include:

    •    Medical;

    •    Dental;

    •    Vision;

    •    Life/Accidental Death & Dismemberment;

    •    Short & Long-Term Disability Income;

    •    Section 125 Flexible Benefit Plans;

    •    Healthcare Savings Account;

    •    Voluntary Benefits;

    •    529 College Savings Plans;

    •    Qualified Plans (401k, SEP, SIMPLE, IRA’s)

 

Following design & Implementation of a benefit plan for our business clients, we will provide ongoing service and review of the benefit plan to keep our clients competitive in the marketplace.

 

Executive Benefits:

 

At WealthBridge, we develop strategic strategies to executive benefit needs.

 

We design executive non-qualified benefit plans for highly compensated executives who wish to address current income taxes and form personal capital on a tax efficient basis.

 

Designed to help recruit, reward, and retain valuable key employees.  What better way to do that than to offer highly compensated employees a means to address retirement and other goals?

 

Supplemental Executive Insurance Plans Include:

    •    Life Insurance;

    •    Long-Term Care Insurance;

    •    Disability Income Insurnace;

 

Supplemental Executive Retirement:

    •    Non-Qualified Supplemental Differed Compensation Plans

 

AXA Advisors and its affiliates and associates do not provide tax, accounting or legal advice or services.

 

 

 

 

Estate Planning Strategies:

 

A successful estate plan helps eliminate the uncertainties for your family.  At WealthBridge, we help you make sure that your legacy for your family is set.

 

We will review your current estate plan to help you ensure that you have the right documents in place and that your estate and tax planning strategies are up to date.  We can work directly with your current attorney or accountant during this process.

 

AXA Advisors and its affiliates do not provide tax, accounting or legal advice or services.  Please consult your own tax and legal advisors regarding your particular circumstances.