Simplify yourretirement income planning||charitable giving ||generational planning||fees and expenses||tax planning with Bridgeway.
Clarity in Your Finances
Experience Confidence
The goal of our partnership with clients is to make their lives more simple.
Experience the confidence that comes with knowing our team has your back.
Prepare for Retirement Fluctuations
Confidence in Changing Circumstances
We plan strategies to account for market swings, changes in taxes, inflation and growing life expectancy.
Tax Planning & Strategies
Synergy With Your Accountant
While your accountant does the difficult work of finding the best way to file your taxes each year, we partner with them to bring tax solutions that benefit you now and in the years to come.
Charitable Giving Strategies
Give with the Greatest Impact
Use the best methods available to make an impact for good with your charitable giving.
A few solutions include trusts, donor advised funds and foundations.
Individual Stock Portfolios
Flexibility Is Key
We believe that offering portfolios constructed with individual securities can provide flexibility with taxation and charitable giving.
We like that these portfolios avoid additional fees incurred by owning mutual funds.
Retirement Income Planning
Almost 70 Years of Combined Experience
We design our clients strategies to adapt seamlessly to market fluctuations, navigate shifting tax landscapes, contend with inflation, and accommodate the ever-increasing demands of a longer life expectancy.
Our team approach is built to prevent you from having to change advisors in the middle of your retirement.
Contact Us
1025 South Bridgeway Place | #200 | Eagle, ID, 83616
Phone: 208.991.9390
Office Hours
Mon - Fri: 7:30 am to 4:00 pm
National Holidays: Office Closed
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed.
Please note that not all the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdiction that are not addressed on this site.
Contact your local Raymond James office for information and availability.
Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC, marketed as Bridgeway Wealth Services, LLC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Bridgeway Wealth Services, LLC is separately owned and operated and not independently registered as broker dealer or investment adviser.
Neither Raymond James Financial Services nor any Raymond James Financial Advisor renders advice on tax issues, these matters should be discussed with the appropriate professional.