Your bridge to stress-free finances,
continued independence, and family harmony.

We look different because we ARE different.

Qualified, competent & professionally-licensed financial services from caring, helpful humans instead of blue suits. 

Our clients and their families are often moving through challenging times including aging, illness, dementia, death or family squabbles. We understand and we do our best to provide a lighted bridge through difficult life decisions—whether it’s talking over a calming cup of tea in our vibrant South Bay office or rolling up our sleeves for the hard work a problem requires, we are here for you.

We problem solve in any way our clients’ lives demand—navigating daily financial tasks or taking on more complex financial matters. But the reality is sometimes we are wearing jeans and aprons while we sweat, pack boxes and clean out refrigerators. Other times we are meeting repair personnel, sorting forgotten stacks of mail or taking animals to vet appointments.  We support you, your life and all its moving parts.

Our professional credentials delivered with this level of commitment combined with our personalized, compassionate support distinguishes us from our peers.  

Uniquely, we operate under both a CPA license and a Professional Fiduciary License while absolutely providing every level of professionalism required and expected. But at Bridge we also go the extra mile to compassionately care for our clients and their families as their lives evolve and change.

Our team is at home and trusted in the South Bay.