Our Services

"The best way to find yourself is to lose yourself in the service to others." ~ Mahatma Gandhi

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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Wealth Management

  • Understanding Family Dynamics
  • Wealth Transfer Strategies
  • Risk Management
  • Asset Protection
  • Help Establish plans for Charitable Giving
  • Small Business Solutions

Adaptive Financial Planning

  • The foundation of our client relationships
  • A malleable plan that focuses on your unique wealth needs
  • Minimum annual review to make sure you are on track 
  • Focuses on areas such as retirement, risk management, education planning, estate planning, tax planning, portfolio management.

Retirement Management

  • Life Cycle Planning
  • Help setting clear goals in retirement
  • Understanding Retirement Risks
  • Consumption planning
  • Maximizing retirement income

Investment Management

  • Investment management strategies
  • Goal based strategies
  • Portfolio Analysis and Monitoring
  • Performance Reporting

Tax Planning

  • Tax aware investment strategies
  • Tax loss/gain harvesting strategies
  • Roth IRA conversion discussions.
  • Collaborate with your CPA to ensure we are being as tax efficient as possible

Estate Planning

  • Helping you plan for an orderly transfer of your estate to your intended heirs.
  • Advising on various wealth transfer strategies. i.e. CRAT's, CRUTSs, ILIT's, etc.
  • Collaborate with your estate attorney to make sure your trusts, wills, POA's are periodically reviewed and updated.

Risk Management

  • Analyze that your household is well insured and your loved ones are protected.
  • Review existing life insurance coverage and implement additional strategies if necessary.
  • Review Long Term Care needs and potential benefits.

Education Planning

  • Analyze potential educational costs and help advise on strategies to plan and save.
  • Review best options to pay for educational expenses.
  • Review & compare benefits of 529 plans, UTMA's, UGMA's, etc.

Interested in learning more?  Have questions?

Thank you!

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

kris@mavenbridgecapital.com  |  (714) 332-2915

Take Steps Today to Manage Your Estate Tomorrow

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