At SevenBridge, we are all about hardworking money management. We know you work extremely hard to earn your money. Therefore, we’re here to work just as hard to help you grow and protect it.

In one of our previous blogs, we talked about the details of our 7 bridges philosophy. Keep reading as we talk about some important keys to meaningful charitable giving and philanthropy.

Considering the number of successful public companies out there, businesses are being bought and sold all of the time. When it comes to a business or asset sale, companies have some additional responsibilities and components that factor into their overall strategy.

At SevenBridge Financial, we believe in the success of our clients — and are committed to assisting in wealth management/financial planning for you and your company's future. 

When it comes to planning your financial future, it’s important to remember that managing money is not a one-size-fits-all. Financial planning means assessing your personal and business priorities, lifestyle, and desired outcome for your company.

Although often tightly interconnected, family dynamics can shift and change over time - especially across generations. As one grows personal or familial wealth, multi-generational planning helps to achieve fiscal security and assurance for future generations.