Beacon Bridge Wealth Partners
Beacon Bridge Wealth Partners is an independent registered investment advisor dedicated to guiding you on your lifelong financial journey. Beacon Bridge takes a holistic approach to wealth management that we call Total Wellness. We help you invest your money across five essential aspects of life—finances, relationships, health, lifestyle, and purpose. We believe our approach can help reduce stress and increase resilience. Our mission is to help you make confident decisions, avoid costly mistakes, and achieve meaningful impacts. The material presented by Beacon Bridge Wealth Partners, LLC is for informational purposes only. It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product. Actual economic or market events may turn out differently than as presented. Advisory services are provided by Beacon Bridge, a registered investment advisor with the Securities and Exchange Commission. Materials posted to this site are from external sources and are provided for your convenience in locating related information and services. Beacon Bridge expressly disclaims any responsibility for and does not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.
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Verified contacts
9
available on Kipplo
LinkedIn employees
11
1 to 10 range
Open roles
—
no listings
Distinct roles
9
indexed titles
Tech stack
1
tools in use
Monthly traffic
70
organic / mo
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- CE
Caitlin Escoffery
Client Wellness Manager · Healthcare & Human Services
EmailPhone - JS
Jim Schmidt
Wealth Advisor · Finance & Accounting
EmailPhone - MS
Megan Scott
Chief Vision Officer · General Business & Management
EmailPhone - CC
Christopher Chaves
Wealth Advisor & Investment Director · Finance & Accounting
EmailPhone - JD
John D. Jim
Wealth Advisor and Growth Strategist · Finance & Accounting
EmailPhone - SJ
Steven J. Krzywicki
CEO & Wealth Advisor · Finance & Accounting
EmailPhone
Showing 6 of 9 verified contacts
Top roles at Beacon Bridge Wealth Partners
9 distinct titles indexed · top 9 shown.
- 1ceo & wealth advisor
- 1chief vision officer
- 1client wellness manager
- 1financial planning manager
- 1intern
- 1senior vice president and financial advisor
- 1wealth advisor
- 1wealth advisor & investment director
- 1wealth advisor and growth strategist
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