About Bridges Trust
Tracing our roots to 1945, Bridges Trust has a heritage of delivering personalized wealth management services. Our commitment to our clients transcends generations as we work with each generation to understand their unique needs and objectives while developing customized strategies for wealth preservation, strategic asset growth, family office services, and philanthropy to high-net-worth and ultra-high-net-worth individuals and families.
Bridges Trust’s Rich History
In 1945, our founder’s mission was clear: to provide personalized financial services that were more than just numbers on a page by striving to offer solutions that respected the complexity of our client’s wealth, appreciated their unique aspirations, and planned for their future generations.
Over the decades, we’ve evolved and expanded, but our core philosophy has remained strong. We are steadfast in our commitment to our clients, using our knowledge and experience to develop individualized plans and strategies to manage their wealth. We honor the trust our clients place in us and repay it with dedication to their financial growth and legacy planning.
Our Ethos
Our core values are at the heart of Bridges Trust’s operations: Trust, Service, Excellence, Performance, Relationships, Diligence and Development. These values guide our business and are fundamental to our commitment to our clients.
Trust
Bridges Trust Company provides fiduciary trust and wealth management services with a commitment to our clients. We understand the gravity of managing and growing your wealth and pledge to honor that responsibility with diligence and commitment to your financial well-being.
Service
Our dedication to service goes beyond mere transactions. We strive to build strong, supportive client relationships that extend past standard business operations. Our goal is to understand your unique circumstances, needs, and aspirations, providing personalized attention and care to managing our clients wealth management.
Excellence
Our experienced team works to help safeguard your assets effectively. We strive for excellence in all we do, employing cutting-edge strategies, technologies, and investment solutions to manage our clients’ portfolio.
Performance
At Bridges Trust, we strive for excellence in every aspect of our work, striving to deliver exceptional results to our clients. With a focus on innovation, accountability, and continuous improvement, we create a culture that encourages and celebrates high-performing individuals and teams, pushing ourselves to excel and help our clients achieve their wealth-planning goals.
Relationships
At Bridges Trust, building relationships supports client retention and builds a reputation of trust within the community. Our commitment to relationship-building strengthens our reputation as a dependable, customer-centric wealth management firm. As we build trust with our clients, we support our relationships through integrity and service.
Diligence
We understand every financial journey is unique, and our dedicated team works to identify our client’s exclusive needs and goals. Through our diligence, we design and execute wealth management strategies, transforming client experiences from mere transactions to meaningful journeys.
Development
Our focus on impact and excellence inspires a growth mindset, innovation, and an opportunistic bias to action. We believe in persistently evolving to stay ahead of industry trends, enabling our clients to gain access to effective wealth management strategies.
Our Team
Our team at Bridges Trust is our greatest asset. We have assembled a diverse group of seasoned professionals, each bringing experience across various financial sectors. Our team includes trust officers, wealth management advisors, investment strategists, estate planning advisors, and more, all united by a shared passion for providing our clients a quality of service matching the esteemed nature of the clients we serve.
At Bridges Trust, we believe in the power of collaboration and collective expertise. Our team operates in an environment that fosters continuous learning and innovation. This helps us identify financial trends thereby guiding our efforts to meet our clients’ unique needs. We are committed to leveraging our knowledge and skills to help our clients achieve their goals and aspirations.
Each advisor is not just a wealth advisor but a relationship partner who works to understand your unique needs and crafts personalized financial plans. Their dedication and experienced insights are the bedrock of the strategies we implement and the results we deliver.
Our belief in transparent communication and personalized service means clients consistently have direct access to our experienced team. We encourage you to get to know them, learn more about their professional backgrounds, and understand how their expertise aligns with your financial needs and goals.
To meet our team and learn more about their unique qualifications and experiences, please visit our team page.
