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Our Process

Bridgetown Wealth Management is a team of financial professionals committed to helping clients pursue their financial goals. We offer access to a wide range of financial products and services to individuals and business owners. By utilizing our Financial Planning Process, we believe you will be better able to identify your goals, both financial and otherwise. Together we’ll work toward an agreed upon strategy to help pursue those goals. 

Bridgetown Wealth Management uses investment strategies managed by our internal investment team to help clients benefit from diversified, consistent investment portfolios that are aligned with their long-term investment goals and objectives. Bridgetown Wealth Management serves individuals and institutions with portfolios beginning at $500,000.