We advise on tax. You keep the plan.
Bridge is a tax advisory firm. We do not manage investments, sell products or compete for assets, so introducing a client to us never puts your relationship at risk.
(860) 648-9870 · Based in South Windsor, Connecticut
The tax side of the decisions you are already guiding.
A tax advisor who works through the year, not only at filing time, and who is glad to have you in the room for the conversations that matter.
Decisions made with the tax in view
Roth conversions, retirement income timing, equity compensation, real estate and the sale of a business, planned before they happen.
Coordinated with you
Bridge coordinates the tax planning and the tax consequences of your client's decisions with you. The investment decisions stay yours.
A documented tax plan
Every relationship starts with a Tax Health Assessment™ and a written roadmap, so the tax side of your client's plan is on paper, not in someone's head.
A clear line between us
Bridge provides tax advice only. We do not sell securities, insurance or investment advice. The plan stays yours.
Two simple ways.
Call us first
Talk through your client's situation with us before anything is booked: (860) 648-9870.
Or have your client book a short call
A short call to see whether Bridge is the right fit. Your client can name you in the booking note, so we know you are part of the conversation from the start.
Three planning relationships.
Bridge Protect™ for individuals and families, Bridge for Business™ for business owners, and CFO Insight™ for established businesses. Each includes everything in the one before it.
Every relationship follows the same path: Discovery, the Tax Health Assessment™, then Quarterly Reviews. Which one fits is decided with your client in Discovery.