At the Turnbridge Group, we are map makers — destination agents. Each person’s roadmap is unique. Before we develop specific recommendations, the Turnbridge Group takes the time to understand who you are as an investor and what you want to accomplish with your wealth and your life. Your wealth management plan is simply the toolbox we use to build the bridge between the reality of today and your vision for tomorrow.
As your financial advisors, we will:
- Listen carefully to understand your goals and objectives
- Analyze your current situation
- Develop and implement a customized wealth management plan
- Review your plan and adjust as changes occur
- Provide ongoing consultations, effective communications and reliable service
In return, we ask that you:
- Furnish sufficient data to help us clearly understand your complete financial picture and objectives as we build and execute your plan
- Maintain open communication throughout the year regarding questions, concerns or changes that may impact your objectives
- Provide instructions for interacting with other professionals you use (e.g. accountant, lawyer or other consultant)
- Share our information with family members or acquaintances that are in need of our services.
We truly care about your future. Whether your goals are large or small, simple or complex, we aim to provide the type of financial service that benefits your family, both now and for generations to come.
Our services include, but are not limited to:
- Investment accounts
- Business succession planning
- Education planning
- Retirement planning
- Estate planning
- Gifting
- Titling of assets
- Insurance
- Lending solutions
- Group retirement plans
We view ourselves as stakeholders of your future.
