HELPING YOU CROSS THE BRIDGE AND WORK TOWARD YOUR FINANCIAL EXPECTATIONS

Helping Individuals, Families, Business Owners, and Federal Employee Benefits

When clients tell us what is important to them, it’s family, values, and life lessons.

Looking Out For Your Financial Legacy

Caring professional whose objective is to enhance and make a difference in the lives of those we touch. Working with you, listening, understanding the challenges and navigating through the ever changing investment and insurance enviornment to pass on your assets to loved ones, longtime causes, or organizations who share similar core values for your future.

Relationship-Based Consultation

We believe financial success is the result of a well-planned and ongoing process. We are here to help you with your vision through a individual plan of action to bring your goals into focus.

Welcome to Bridge Wealth Strategies

A Fee-Based Independent Financial Advisor and Certified Financial Planner ® professional for more than 30 years, Philip’s objective is to make a difference in the lives of the clients he touches. With experience in corporate, retail, financial, and retirement planning. He develops strategies derived from unique individual circumstances, risk tolerance, and goals.

Video Library

NOT just for Millionaires and Billionaires

21st Century Trust Funding Method

Beneficiary Liquidity Plan

QPRt

Mission Statement

Our mission is to create a firm like no other in the industry. Working together with the clients and our multidisciplinary team approach of specialists, we will create an elevated client experience. Families and small businesses are demanding ever-increasing assistance with support and guidance for smart estate and financial planning for building wealth.

Continuous training and support for company management and employees, combined with the strictest standards of protocols, ethics, and integrity will be expected and implemented.

Contact Info

516-652-8561

631-577-7999

68 S. Service Road, Melville, NY 11747

Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and Bridge Wealth Strategies, Inc. are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. Guarantees are backed by the financial strength and claims paying of the issuer. Please refer to our firm brochure, the ADV 2A Item 4, for additional information.

Bridge Wealth Strategies Inc. is not affiliated with the US Government. The materials presented on this website are intended as an educational overview and are not intended to provide specific advice to individuals without further consultation. Bridge Wealth Strategies Inc. does not provide legal or tax-accounting advice. Please consult with a qualified attorney or CPA for proper legal or accounting counsel.

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

You are leaving the current website. These links are being provided as a convenience and for informational purposes only; they do not constitute an endorsement or an approval of any of the products, services or opinions expressed in the link. We accept no responsibility for the accuracy, legality or content of the external site or for that of subsequent links. Contact the external site for answers to questions regarding its content.