Our Approach

1

Our initial meeting with a perspective client provides an introduction to our firm and how we help the families we work with. Next, we have a conversation to gain an understanding of a family’s balance sheet and financial goals.

2

After analyzing all the information gathered during the initial conversation, a financial plan is developed and presented. This meeting provides a perspective clients with an understanding of how our firm helps clients.

3

When a family decides to move forward with our firm, we take the next steps to implement their financial plan, monitor and adjust their plan for the future.

shad@stamfordbridgewealth.com

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Opinions expressed herein are solely those of Stamford Bridge Wealth Management, LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Advisory services are offered by Stamford Bridge Wealth Management, LLC and Investment Advisor in the State of Florida. Being resisted as an investment advisor does not imply a certain level of skill or training.