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Bridgeworth Wealth Management, established in 2008, is a beacon of financial guidance for individuals and families. This firm thrives on personalizing wealth management, walking alongside clients during life's pivotal moments. Their team of seasoned professionals exudes passion for instilling confidence and clarity in their clients' financial lives.
With a culture rooted in collaboration and innovation, Bridgeworth leverages its extensive financial planning and investment management knowledge to nurture abundance in what matters most to clients.
They cater to diverse client profiles, including professionals, high-net-worth individuals, and emerging professionals, helping them navigate life transitions and align their wealth with their values. Bridgeworth's commitment to comprehensive financial planning and meticulous investment management ensures that clients' goals are met sustainably.
With over $2 billion in assets under management, a team of CFP® professionals, and a fiduciary commitment, Bridgeworth has solidified its place as a trusted partner in shaping financial legacies.
Designations | Minimum asset threshold |
Registered Investment Advisor | N/A |
Firm CRD Number | Number of advisors |
164100 | 12 |