OUR SERVICES
Bridgeview Wealth Management offers its advice through a partnership with MPS LORIA Financial Planners, LLC, an independent and experienced financial planning firm committed to understanding each client’s unique needs. Through a comprehensive array of financial and investment services, we can help put individuals and businesses of any size on a path to stability and security that will ensure their future is a bright one.
Investment, Estate & Tax Planning
Any good investment strategy begins with a financial plan that assesses where you are in life and gets you where you need to be. Our professionals will help you develop a plan that is both financially sound and achievable providing you the peace of mind you need now and the security you hope to have later in life.
Our finance and investment professionals will work with you on a one-to-one basis to create a plan that is uniquely all about you and your future. Once in place, we not only assist with the implementation of the plan, but also offer continual monitoring to pinpoint areas for change and improvement moving forward. With ongoing reviews, we address changes to tax laws and codes that may impact your plan, and devise strategic revisions to keep your planning on track.
We offer one of the industry’s most detailed reporting systems to provide our clients with a level of accountability and portfolio performance seldom found at most financial institutions. At Bridgeview Wealth Management we believe you should always know the status of your investments.
Asset Management & Research Analysis
Most firms treat investing as a commodity, offering the same products with little or no difference. Investors with these firms are led to believe they are well diversified, due to having multiple holdings. The reality is most investors are poorly diversified with asset classes covering only stocks, bonds and cash and are simply measured by comparison to market performance.
Bridgeview Wealth Management has financial analysts who not only research each client’s existing holdings, they create customized portfolios based on the client’s specific goals. We provide clients strategies that are beyond what the typical portfolio will offer. Our philosophy creates truly diversified strategies with reduced risk and low correlation to general markets.
Group Benefits & Pension Consulting
Group Benefits
With the rising cost of Group Benefits, companies and non-profits are looking to hold the line on expenses while providing employees proper advice and service. Bridgeview Wealth Management makes this possible by fully understanding each client’s situation, recommending the best alternatives, and assisting in managing the implementation and service for each plan.
Pensions & 401k Plans
Our pension specialists have experience in both compliance and administrative aspects of pension plans. Additionally, our financial analysts will create and monitor a proper blend of investment options. Bridgeview Wealth Management provides our pension clients advice, at both the company and employee level, while granting them access to all of our other diversified services.
For more information on our personal or business financial and investment services, or to arrange a no-obligation consultation, please contact us at 630-323-2144 or info@bridgeviewwealthmanagement.com.
