Ensuring
Tomorrow.

We believe financial bridges are important structures with the power to connect families, loved ones, and communities to each other for years to come.

The transfer of one’s wealth “from one side of the river to the other” is an important part of life. Without a properly designed bridge, half of a large estate can be swept “downriver” during the transfer process.

Our passion is to work with clients and their trusted advisors to design well-constructed bridges, which create “safe passage” of earned and inherited wealth to individuals and causes that align with their specific objectives.

Thank you for your interest in our firm. We are grateful for the opportunity to serve you and your family.

“We have the satisfaction of helping clients protect their wealth for future generations; at the same time, we get to enjoy the long-term relationships we develop along the way. I feel extremely fortunate.”

-Jay Cleary

President
Bridge Life, LLC

EnsuringTomorrow.

We believe financial bridges are important structures with the power to connect families, loved ones, and communities to each other for years to come.

“We have the satisfaction of helping clients protect their wealth for future generations; at the same time, we get to enjoy the long-term relationships we develop along the way. I feel extremely fortunate.”

Ensuring
Tomorrow.