Broker Check

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.

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Personalized Approach

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.  

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Demonstrate Advanced Knowledge

Demonstrate Advanced Knowledge

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.

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Provide Meaningful Guidance

Provide Meaningful Guidance

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.

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Delivering Exceptional Services

Delivering Exceptional Services

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. 

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"We meet people we're suppose to when the time is just right." ~ Alyson Noel

Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.

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What's you Risk Number?

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.

Find your number

Going through a life transition?  We should meet.

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Our Foundation

Our Foundation

Maven Bridge Capital was built on the foundation of five core principles.
  1. Be worthy of your client’s trust.
  2. Do what is right, or don’t do it at all.
  3. Listen first, speak last.
  4. Be loyal to your clients.
  5. Be a student by continuing to learn.

Learn How to Avoid These 6 Common Tax Errors

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.

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