Marida Bruggeman

For many clients, their family, health, and friends are the most important aspects of their lives, with money rarely being their primary concern. However, I believe money can serve as a valuable tool in helping you achieve a more balanced and rewarding life.

As a financial advisor with experience serving women and families in various stages of transition, my comprehensive approach to wealth management allows me to create investment strategies that align to specific objectives that are important to your life. 

Working together we collaborate to address personal and family needs, whether it involves working with a divorce attorney, coordinating with an estate planner, or even care options for special needs children or aging parents. My goal is to make complex matters clearer, ensuring that you fully comprehend them.

Having personally experienced many of the same challenges as the clients I serve, including navigating divorce, supporting troubled children, caring for aging parents, and grieving for lost loved ones, I possess the knowledge and empathy to ask the right questions and listen closely for the answers.

My focus extends beyond investing; it revolves around developing a comprehensive investment plan, implementing the necessary strategies, and empowering you to regain a sense of control, and embrace a "new normal." 

I am here to provide unwavering support through life’s transitions using a highly personalized approach that prioritizes your needs above all else.