Both
Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Estate Planning (Wills, Trusts etc), Charitable & Planned Giving, Taxation, Special Needs Planning, Insurance (Life, Disability, LTC, P&C)
Most professionals, pre-retirees, and retirees have gaps in their financial plans that cost them time, money, and peace of mind. We specialize in closing those gaps.
At Addax Bridge Financial, we believe wealth management is about more than numbers, it’s about trust, clarity, and building a lasting relationship with every client.
With 15+ years of experience working with individuals and families, we bring the expertise of an MBA in Finance and the rigor of a CFP® professional designation to every client relationship.
As a Fiduciary and Fee-Only Wealth Management and Financial Planning firm, we uphold the highest duty of care, offering hands-on, client-first service, in a truly comprehensive approach that integrates:
• Holistic or Goal-Based Financial Planning – aligning your finances with what matters most to you
• Retirement Planning – creating a confident path to and through retirement
• Investment Management – disciplined, research-driven portfolio construction and management
• Tax Planning – strategies to help minimize taxes and maximize wealth
• Estate Planning – preserving your legacy for the next generation
• Insurance Planning – protecting what you’ve worked so hard to build
At Addax Bridge Financial, we believe financial advice should be honest, thoughtful, and always fiduciary. Our mission is to simplify the complexities of finance, giving clients clarity, confidence, and a trusted partner at every stage of life.