Dakota
Dakota
Book a Demo
Talk to an Expert

Bridge Generations Wealth Management, LLC

EST. AUM
$259,800,631

CONTACTS

CLIENT ACCOUNTS
472

Firm Details

Metro area Miami
CRD Number 331683
Website bridgewm.com
Client types

Overview

Bridge Generations Wealth Management, LLC is an SEC-registered investment adviser operating as a multi-generational, family-owned fiduciary practice. Co-founded by industry veterans David Smith, CFP®, and Barbara Ray, CPA, PFS, the firm deploys a proprietary Private Chief Financial Officer (CFO) process engineered specifically for business owners, corporate executives, attorneys, and high-net-worth families. Rather than engaging in speculative market forecasting, Bridge Generations implements an agile, evidence-based investment methodology anchored in decades of peer-reviewed financial research. The firm integrates ongoing discretionary portfolio management with exhaustive balance-sheet structuring, concentrated stock option monetization strategies, proactive tax minimization routing, and cross-professional legal and estate planning coordination.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy