Transcript

Our Welcome Video

Bridgehaven Financial Advisors

Our top priority is helping you understand the opportunities and potential rewards which become available when you take a proactive approach to your personal financial situation. Our highly experienced advisors have a particular depth of knowledge regarding the financial concepts behind investing, retirement planning strategies, estate investment planning strategies, and wealth preservation.

Why Invest With Us

Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.

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Our Mission

The cornerstone of our team's philosophy is to provide an unparalleled level of service as a means of helping to protect and build our clients' wealth that transcends generations. Our team thrives in today's challenging and complex world with a sense of excitement and passion for helping others. We are committed to adding value by delivering comprehensive wealth management strategies. Our mission is to continually exceed our clients' increasing expectations with a standard of excellence they deserve.

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Our Vision

We have a profound impact on our clients' lives, including multi-faceted financial issues surrounding their families and businesses. We strive to be a part of our clients' trusted advisory team and encourage them to leverage our experience. Our vision is to help our clients simplify their financial lives and provide them the freedom to focus on their personal lives.

Bridgehaven Financial Advisors

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2025 Wells Fargo Clearing Services, LLC. All rights reserved.

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