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How We Work

With WealthBridge Capital Management, you’re supported by “old school” personal service backed by leading financial technologies carefully selected for ease of use and effectiveness.

Our Services

WealthBridge Capital Management is a recognized specialist providing integrated retirement planning and investment management solutions. Through our proprietary Wealthspan Analysis loop of services, we help private investors develop a customized roadmap to the retirement of their dreams. We also manage large retirement funds for higher education institutions.

Wealthspan Analysis Loop for Private Investors

Financial Life Organization

Until all the pieces of your financial life are sorted out and aligned in support of your goals, it’s impossible to feel confident about the future. With WealthBridge, planning for your ideal retirement begins with a candid assessment of your entire financial picture.

Retirement Education

As you plan for crossing over from your earning years into your retirement years, we assist you in learning the financial skills to feel secure and comfortable. We help you understand how to manage longevity risk and create your ideal retirement income plan.

Wealth & Estate Planning

Through a dependable personal relationship, we develop your optimal roadmap for maintaining today’s lifestyle and sustaining tomorrow’s legacy. If you wish, we also work with your other advisors and/or your heirs to make sure the process you envision goes smoothly.

Investment Analysis & Management

Your personal portfolio sets target returns based on your goals and appropriate risk level. We continually assess and monitor your results, making changes as often as weekly. Together, we do an annual update and explore various “what ifs” including retirement dates, cash flows, inflation, and rates of return.

Retirement Management for Institutions

Wealthbridge is also known for our prudent institutional retirement plan services. As recognized specialists, we provide active management for qualified retirement plans including:

  • 401(k)
  • 403(b)

Our expertise in the retirement field makes us well aware that these large plans are made up of individual people who need a retirement cash flow. We employ the same knowledgeable, concerned, and watchful discipline for large plan management as we do for individual portfolios.

Contact us for a complimentary review of your institutional needs.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | 614-591-4515