More than a team.
We’re a Family.

BRIDGE ADVISORY is a wealth management firm with an over 35-year legacy in Pasadena, California, now serving clients spanning four generations across the country. At our core, we believe in improving the lives of those we serve, by providing comprehensive wealth management services, spanning financial & retirement planning, investment management, and strategies that build, preserve and protect your total wealth. We live by the hallmarks of trust and transparency. We do this by offering a simple fee structure and by leveraging technology to give clients real-time access to their financial plans and progress toward their goals.