Bridge & Branch Wealth Partners is a team of Certified Financial Planners, Wealth Managers, and Certified Public Accountants who provide comprehensive financial planning and tax planning strategies for individuals and families. They take a fresh approach to analyzing their clients' financial lives, integrating tax considerations into their overall plans and offering connection and accessibility to expert financial resources.
With a focus on professionals growing small businesses, empty nesters planning for retirement, business owners looking to sell or retire, grandparents wanting to leave a legacy, and families experiencing life events, Bridge & Branch Wealth Partners works closely with their clients to develop the most appropriate course for their future, meeting them where, when, and how it works best for them.
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