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Recognized as a leader in the financial industry

Posted By Bridgeworth, LLC I like It Learn More

Bridgeworth, LLC believes that clients need and deserve unbiased and objective advice. We offer wealth management services to assist clients in organizing their financial lives, setting goals, developing strategies to pursue those goals, implementation of strategies, and monitoring their progress throughout their financial lives.

Our mission at Bridgeworth is to partner with our clients in achieving their lifetime financial goals by drawing on our wealth of knowledge.

Planning Philosophy
Clients need unbiased and objective advice. We utilize advanced tools and techniques, coupled with proper perspective, in order to match client objectives with appropriate strategies.

Investment Philosophy
Our investment philosophy is built on the fundamental beliefs that investors should be rewarded for the risks they take and avoid potentially catastrophic risks while working toward their objectives. Our analysis and portfolio construction process seeks to balance the investor’s tolerance for risk with their need and desire for returns. We believe portfolios should be objectively constructed using the most efficient investments for producing risk adjusted returns.

Service Philosophy
Clients need and deserve sound advice, derived from diligent analysis, extensive experience and knowledge, and a strong desire to serve. We align our interests with our clients. The utmost care and forethought will be employed in our delivery of service.

Code of Ethics
We adhere to the CERTIFIED FINANCIAL PLANNER™ Code of Ethics: Integrity, Objectivity, Competence, Fairness, Confidentiality, Professionalism, and Diligence.

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