Our Story
At Bridgeworth, we have a rich history that dates back to 2008, when six dedicated professionals came together to revolutionize the wealth management industry. Our founders were driven by a passion to redefine the ideal wealth management firm, one that puts the needs of clients at the forefront of everything we do. Over the years, we have grown and evolved, expanding our expertise and services to better serve our clients. Today, we are part of Savant Wealth Management, and we continue to operate with the same values and commitment to excellence that have defined us from the start.
Our Philosophy
At Bridgeworth, we believe that wealth should be a tool for achieving one's goals, not just a means to accumulate assets. We understand that every individual or family has unique aspirations and aspirations, and our expert advisors are dedicated to helping them achieve financial independence, confidence, clarity, and impact.
Our Core Services
We offer a range of comprehensive services designed to address the complex financial needs of our clients. These include:
- Financial Planning: Our in-house planning department is led by experts certified by the Certified Financial Planner (CFP) organization. We use a comprehensive financial planning process to help clients define their goals, create a personalized plan, and monitor progress towards achieving their objectives.
- Investment Management: Our investment philosophy is built on decades of research and experience, emphasizing the importance of risk management, diversification, and long-term investment strategies. Our advisors work closely with clients to create customized investment portfolios tailored to their unique needs and goals.
Our Team
At Bridgeworth, our team is comprised of experienced and credentialed professionals who are dedicated to serving our clients' best interests. With over 30 years of combined experience in the industry, our advisors are certified by the CFP, CFA, CPA, and other prestigious organizations. We take pride in our ability to deliver personalized, comprehensive financial services to individuals, families, and professionals.
Our Expertise
We have specialized expertise in serving various client groups, including:
- Professionals: We have helped countless professionals, such as lawyers, physicians, business owners, engineers, and entrepreneurs, achieve their financial goals and build secure financial futures.
- Life Transition: We understand the complexities and challenges of life transitions, such as retirement, divorce, or widowhood, and are dedicated to providing expert guidance and support during these times.
- High-Net-Worth Individuals: Our Private Client Group (PCG) team serves high and ultra-high-net-worth individuals and families, providing customized financial planning and investment strategies tailored to their unique needs.
Join the Bridgeworth Family
At Bridgeworth, we are committed to building long-term relationships with our clients, based on trust, expertise, and a deep understanding of their unique circumstances. If you're seeking a collaborative, expert approach to managing your wealth, look no further. We invite you to explore our services and learn more about how we can help you achieve your financial goals.
Overall Performance
The reviews praise Bridgeworth for its excellent performance, highlighting the expertise and professionalism of its financial planners, particularly Jenny, David LeCompte, and Jonathan Hornsby. They commend the firm for its ability to understand clients' needs, provide personalized service, and offer high-quality advice.
Disappointments
However, some reviewers express dissatisfaction with the firm's customer service and management. Leigh Ricketts criticizes the new Chief Financial Officer for lacking customer service skills, stating that small accounts are dropped, and friendly representatives are not enough to make up for the firm's shortcomings. John Miller expresses concern about Bridgeworth's investment decisions, describing them as "not making good calls" financially.
Positive Aspects
The positive reviews highlight Bridgeworth's strengths, including positive responsiveness, quality of service, professionalism, and value. Reviewers appreciate the planners' ability to listen to their goals and needs and provide customized solutions.
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