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Bridgemark Wealth Management

Winter and his team specialize in working with clients who are nearing or have just entered retirement and are looking for objective advice on how to build a retirement income plan. Most clients are seeking a partner to help them transition from “saving” to “spending” and value Winter’s objective approach to their retirement plan.

The Bridgemark team takes the time to review your entire financial picture and gain a better understanding of your unique situation. From there, they can customize financial tools and strategies to help better serve your goals.

Bridgemark Wealth Management services include:

  • Transition to Retirement

  • Retirement Planning

  • Estate Planning

  • Risk Management

  • Accounting Tax Services

  • Federal Benefit Strategies

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Upcoming Events

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NCI Frederick | 06/07/17

How to Maximize FERS/CSRS Benefits?
HUD | 06/08/17

Social Security Changes and How They Affect Federal Retirement
HUD | 06/29/17

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