Bridgemark Wealth Management

Dec 2023

Bridgemark Wealth Management is the kind of company I want looking out for my investments. The team listens to your plans for the future, what you hope to do now and after retirement, and your level of comfort with risk. If some of the money talk becomes more than your brain can handle, they will patiently explain the options, the risks involved and expected results from a variety of investment options. The team regularly reviews your portfolio and contact you to discuss. As a fiduciary, they are working for you and not for the investment companies. I am very happy with how they are handling my portfolio and expectations. Thanks to Winter and the team!

Dec 2023

I highly recommend Bridgemark. Winter Troxel and the other folks are top notch in every way. From the very start, Winter set up our finances in a way that fit our lifestyle and goals. He goes out of the way to explain matters so that even I understand them, so I know exactly how my finances are working. When my husband died, Winter was one of the first people I called in the fog of grief. With great compassion he reassured me that my financial situation was secure and he handled the process of converting all the accounts over to me. He even helped me with the paperwork for my husband’s federal employee survivor benefits (this alone, makes Winter worth his weight...read full review

Dec 2023

I recommend Bridgemark Wealth Management - they have very good professionals that helped me ensure that monies are invested for my retirement in a smart way.In addition, Winter and Rebeka helped me at the time my husband passing understand what I needed to do with the Federal Government to receive benefits from his pension.The offer support in other areas too - and they are very professional in the way they work and answer all questions. I highly recommend their services.