Personalized Financial Services

Your choice for Financial Services

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Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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NEW--Second Opinion Services

Bridgeview Wealth is proud to announce our new Second Opinion Service is affectionally called S.O.S.  This portfolio evaluating service is available to investors with a minimum account size of $500,000.

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Welcome to Bridgeview Wealth, Inc.

People have within themselves the answers; however, they often do not know how to reach them.

At Bridgeview Wealth, we ask the questions that help you build the structure of your wealth plan based on your core values. Only then do you have the foundational information you need to assemble the bridge that connects this information with your life’s vision, values, and goals.

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Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.

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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same thing as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."

Robert Fogel

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