3 Pointe Drive, Suite 111
Personalized Advice for Life Transitions
We help you complete the picture of your life.
At Maven Bridge Capital, our Wealth Advisors guide individuals and families through life transitions which usually involve changes to your lifestyle, sometimes as a result of important events (new family, leaving a job, retirement, selling/starting a business, inheritance, etc.) that make you stop and evaluate your life. We are here to provide personalized advice to empower and guide you through these life transitions.
Our goal is to provide personalized independent advice for your life transitions. We take the time to understand who you are as a person and what unique needs and expectations you have.
We take great pride in what we do. We understand the depth of our responsibilities to our clients by demonstrating advance knowledge and technical expertise and providing the range of services and advice our clients are looking for.
Unexpected life changes can be tough but we can also learn and grow from them. With our guidance and expertise we provide support to you and your family so that you can make the best possible decisions for your future.
We focus on responsiveness, contact level, proactivity as well as actively engaging clients and their families through the review process as part of our client experience. As fiduciaries to our clients, it is imperative to us to put our client’s needs and interests ahead of our own.
Are you a conservative, moderate, or aggressive investor? What do those stereotypes even say about your acceptable levels of risk and reward?
At Maven Bridge Capital, we believe stereotyping our clients is simply not enough to understand our clients' risk tolerance. Investing in the best technology gives us an edge to help our clients feel more comfortable with their expected outcomes and guide them in the right direction.
Take a short 5 minute quiz and see how you can align your investment portfolio to better match your personal preferences and priorities.
4 Elements of an Estate Strategy
Retirement and Quality of Life
Knowing how you need to file your taxes depends on your income and filing status, as well as which deductions and credits you can claim. In this free ebook, we share some common errors to avoid.