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Studies show that 70% of Wealth is lost to the next generation.

Intergenerational wealth transfer is a complex process that can often be fraught with tension and misunderstanding. Read out latest feature on Disrupt Magazine on why boomer parents and their millennial children need to get on the same page.

Read it here

Did you know only 41% of Millennial Women are involved in financial planning for their household?

Read out latest blog to learn about what you need to do today.

Read Our Blog

Don't put your financial future in peril by making the same MISTAKE that most people make.

Making this mistake can mean the difference between financial freedom and financial insecurity.

Don't make this mistake

3 MISTAKES to avoid when choosing your Financial Advisor

Deciding on who will be your closest financial relationship should not be left to chance.  Make sure you find the right advisor for you.

How to find the right advisor for you

At Maven Bridge Capital, we create Pathways to help you and your family achieve your life goals.  

We hope you take advantage of our free educational resources, like our FREE NO OBLIGATION Financial Health Check-up.  

Thanks for visiting, we look forward to connecting with you.

Our success has come from understanding our Purpose.  It's not just numbers to us, its so much more.

Know our Purpose

Most advisors starts with your investments.  Not us.  Find out why this matters.

Why This Matters

Our first meeting together is a "get to know you session".  Leave your tax returns, investment statements, estate documents at home.  We want to get to know you first before we talk about anything else.

First meeting
Are you prepared to survive the next recession?

Are you prepared to survive the next recession?

Did you know? According to a recent Gallup Economy and Personal Finance poll, 63% of Americans are concerned about having enough money for retirement, which exceeds the 59% recorded in 2020.

For a LIMITED TIME ONLY, get your FREE COMPLIMENTARY NO OBLIGATION Financial health check-up, Sponsored by Maven Bridge Capital so you can feel more in control.

No personal important information required and takes less than 7-minutes.  

<br data-mce-bogus="1"><br data-mce-bogus="1">Read our Educational Blog



Read our Educational Blog

Our blogs are designed to be packed with information that is both educational and impactful.  Maven Think Pieces are one way we provide unlimited resources to you.