Beacon Bridge Wealth Partners launches as a $350M independent fiduciary RIA
Beacon Bridge Wealth Partners, formerly affiliated with Ameriprise Financial Services, LLC, announces it has become an independent registered investment advisor (RIA) to better serve its clients. With $350 million in assets under management, the firm provides a full range of financial services based on its Total Wellness approach.
Beacon Bridge Wealth Partners’ team has a mission to provide holistic guidance addressing every person’s interconnected needs. The firm aligns clients’ decisions with their personalized goals and purpose, so they can help improve the present and future for themselves and their families. Partners include Steven Krzywicki Jr., CFP®, Megan Scott, and James Schmidt. The firm’s 9 employees will serve clients from offices in Conshohocken and Warrington, Pennsylvania.
“Life is full of uncertainties—now more than ever—and our industry needs to adapt to meet new challenges. For us, that means taking a leap forward in wealth management through Total Wellness,” said Steven Krzywicki Jr., CEO, Wealth Advisor and Partner. “To help our clients make better decisions, we explore the effect money has on every part of their lives. We address not only their finances, but also the impact their financial decisions can have on personal relationships, health, lifestyle, and purpose.”
Beacon Bridge’s Total Wellness approach helps clients determine how finances can support their overall well-being. Together, they endeavor to identify the best solutions and define a financial wellness plan. The firm works to anticipate their clients’ future needs, simplify the retirement landscape, and help them navigate the intricacies of their decisions.
“I believe that with our expanded services, we can do more for our clients,” adds Megan Scott, Chief Vision Officer and Partner. “As a fiduciary, we only answer to them and are committed to improving their outcomes from a financial and personal perspective. We are aiming to deliver comprehensive solutions to help our clients plan to live well.”
About Beacon Bridge Wealth Partners
An independent registered investment advisor headquartered in Conshohocken, Pennsylvania, Beacon Bridge Wealth Partners is a trusted guide to living well. Its goal-based Total Wellness approach helps clients make confident decisions. Together, they create a plan for building wealth to help achieve meaningful impacts within each client’s family, community, and world. For additional information, please visit beaconbridgewealth.com.