BridgePoint Wealth Management was established in 2017 by Matt Cinco after he left a 20-year leadership role in the financial industry. Matt’s goal was to get back to his roots as an advisor and create a team approach with a partnership feel. The name "BridgePoint" reflects our commitment to bridging the gap between generations, guiding clients from point A to point B in their wealth management journey.
Our partnership model fosters shared cost savings and increased efficiency in our procedures and communications, benefiting both our clients and our team. With eight partners, three advisors, and five support staff (two licensed), we bring a combined 226 years of experience and hold designations such as CFP, ChFC, CDFA, AIF, CPFA, AWMA, and MBA.
Dedicated to providing personalized investment management and strategic wealth planning, we strive to be our clients' valued advisors, offering independent advice designed to work toward long-term investment results. Our commitment to supporting, educating, and providing informed direction to each client is grounded in the highest levels of trust, integrity, and respect, always through a collaborative team approach.
As BridgePoint Wealth Management continues to grow, we seek opportunities to partner with local and regional advisors looking for succession or long-term partnership to expand their practices. We offer unique support and succession planning options, enabling advisors' practices to become legacies for future generations.
