Maven Bridge Capital has a fiduciary duty to all clients. It is our responsibility to provide fair and full disclosure of all material facts and act solely in the best interest of each of our clients at all times. We have no “hidden agenda” or drive to sell any particular financial product. Maven Bridge Capital utilizes the custodial services of National Financial Services LLC, a Fidelity Investments company.  About NFS  

As an independent financial professional, we are able to provide you with custom financial advice.  We are not obligated to promote any particular products, proprietary offerings or make referrals for other services. That means you can feel confident knowing that the recommendations we provide to you are based on your unique needs.  However, independence doesn’t mean we are alone. Kestra Financial is comprised of two affiliates: Kestra Private Wealth Services, a Registered Investment Advisor (RIA), and Kestra Investment Services, a broker-dealer.  An RIA is responsible for providing investment advice and acting as a fiduciary in financial matters.  A Broker-dealer supports independent financial professionals by facilitating trades according to a client's instructions.  About Kestra Financial, Inc.

As part of our client experience, we focus on responsiveness, contact level, proactivity as well as actively engaging clients and their families through the review process.  We make it our priority to respond to calls and messages within 24 hours.  As fiduciaries to our clients, it is imperative to us to put our client’s needs and interests ahead of our own. 

When it comes to financial planning we believe in taking a holistic and adaptive approach.  We do not take a "one size fits all" approach because we understand you have different needs, goals and values from everyone else.  We focus on areas of tax planning, retirement planning, estate planning, investment planning, insurance planning, and education planning.  We also focus on working closely together with your CPA, attorneys and other professional advisors  to ensure that you have expertise in all fields that can compliment one another.   

At Maven Bridge Capital we understand that wealth management is dynamic and ongoing with changes happening constantly.  Instead of focusing on annual reviews which is a backward looking approach that looks at what has already happened.  We prefer to focus our attention to having periodic "tactical & strategy" meetings with our clients.  This forward looking approach to our client meetings, ensures that we continue to understand your evolving needs and goals so that together we can plan and make the right adjustments to keep you focused on what's ahead and on what matters the most to you.

At Maven Bridge capital we are passionate about supporting you in discovering your "financial why".  We believe the successes we experience in life are rooted from having a deep understanding of our "why".  You are the CEO of your life and as your personal CFO our mission is to guide and empower you with the right financial tools and personalized advice you need in order to reach financial wellness.  We take time to understand who you are as a person and what unique needs, goals and expectations you have.

We aim to be exceptional advisors for our clients.  What that means to you is having someone by your side who has strong technical expertise, a frim who believes in knowledge and education because our services and advice are only as good as how much we know.  Our goal is to continuously evolve through attaining knowledge and professional designations that will make a positive impact on our clients lives.  We strive to practice with high ethical standards and provide you with meaningful guidance to help you reach your financial goals.  

To receive the 2022 Five Star Wealth Manager award, researched and managed by Five Star Professional, a wealth manager must meet 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients.  2,398 wealth managers in the Orange County area were considered for the award.  144 were named 2022 Five Star Wealth Managers which represents less than 6% of the total wealth managers in the area. Wealth managers do not pay a fee to be considered or placed on the final list of 2022 Five Star Wealth Managers. The Five Star award is not indicative of the wealth manager's future performance. *You may need to contact Five Star for the statistics on this year's award.