Why Work With BridgeLight® ?
A Unique Gameplan for Each Client
An Innovative Approach to Investing
Who We Serve
Individuals
Families
Retirees
Business Owners
What We Do
Risk Management
Risk assessment is a critical part of our investment process. Do you know your risk profile?
Investment Management
Every day, you’re probably engaging in small, subconscious acts of investment planning.
Financial Planning
Our process begins with planning. We’ll ask you about your personal and financial goals and work with you to create a roadmap for the future.
Estate Planning
If you wish to leave behind a meaningful legacy, be it for loved ones or a charitable institution, you need to put a well-thought-out estate plan in place.
Retirement Planning
Everything you do – from planning the education and designations you'd like to acquire, to starting a career and managing your career progression – is done in the hopes that you and your loved ones can have a better life.
Tax Planning
It’s said that only two things are certain in life: Death…and Taxes!
Insurance
If there’s one thing certain about life – it’s the uncertainty that living it brings. The best laid plans can sometimes come to naught!
SRI
Would you like to invest according to your values and beliefs? If you’re concerned that your performance will suffer, that doesn’t need to be the case.
DISCOVER YOUR RISK PROFILE
Let BridgeLight® help you find the right balance between risk and return
Before making any investment decisions, it’s important to understand your attitude towards risk. This helps identify an appropriate mix of investments that you are comfortable with. BridgeLight’s proprietary risk assessment exercise will help you understand your ability to bear risk and identify the asset classes to match your investment needs
