Secure Your Legacy, Protect Your Wealth
Supporting founders, high-net-worth and multi-gen families in navigating financial complexity with confidence at ease
5 out of 5 stars from 47 reviews
Nationally Recognized In
Guiding Private Wealth Management Across Generations
At BridgeLight Capital, we deliver tailored private wealth management aligned with your unique goals—offering holistic financial planning, exclusive investment access, strategic tax and estate solutions, trust services, exit planning, and more.
Without Planning
- No comprehensive estate plan
- Disorganized financial accounts
- No inheritance planning
With BridgeLight
- A comprehensive, tax-efficient estate plan
- Simplify and centralize finances
- Streamline generational wealth transfer
Years in financial services
Dedicated Team
Valued Customers
Positive reviews
Is a Family Office for Me?
BridgeLight’s family office customizes private wealth management to your goals. We offer holistic financial planning, private investments, tax and estate strategies, trust services, exit planning, and more.
Meet your team to explore if a family office is right for you.
Where Family Values Meet Personal Care
BridgeLight Capital is a trusted leader in wealth private management, offering expert estate planning, tailored investment strategies, and seamless generational wealth transfer. We work closely with high-net-worth individuals and families to create personalized, all-encompassing solutions that ensure long-term financial security.
What Can We Help You Achieve?
To provide tailored wealth private management strategies that empower our clients to protect and grow their wealth while ensuring a lasting legacy
What You Should Know About Working With Us
Our difference is in our commitment to the relationship, not just the returns. We don’t believe in one-size-fits-all portfolios. We take the time to understand your entire financial picture - investments, taxes, estate planning, philanthropy - and coordinate everything so it works together. You’ll never feel like “just another account.”
Absolutely. We specialize in generational wealth planning — making sure your assets are structured to benefit your children, grandchildren, and beyond. This includes estate strategies, tax planning, and even helping you incorporate charitable giving if that’s part of your vision.
It starts with a conversation. We’ll meet to learn about your goals, answer your questions, and explain how we work. There’s no pressure and no obligation — just an opportunity to see if we’re the right fit for you and your family.
Our Comprehensive Services
investment advisory
Financial Planning
estate planning & legacy
Retirement Planning
Risk Management
Tax Planning
Insurance
SRI
Honest Guidance, Every Step of the Way
At BridgeLight Capital, we offer more than just financial management—we provide a personalized approach to wealth planning that ensures your financial future is secure and aligned with your vision.
True Fiduciary Standards
Your interests always come first.
Total Accountability
Independent firm adhering to strict SEC regulations.
Transparent Costs
Private investment firm with no hidden costs or fees.
Experience That Empowers Your Journey
Ken and Ann G
Ken and Ann G
We trust them with our future and our family’s. "I started working with BridgeLight after a friend referred me, and now my kids work with them too. That says everything. They’ve helped us create a plan that not only grows our wealth but protects it for the next generation. I’ve never once felt like just a client. They know our family, our goals, and they’ve helped us set things up in a way that gives us real peace of mind."
Diana C
Diana C
“BridgeLight helped us align our wealth with our values.” "What stood out to us early on was how BridgeLight took the time to understand what we care about not just financially, but personally. When we brought up the idea of incorporating philanthropy into our plan, they didn’t just support it, they helped us structure it thoughtfully. Now, giving is part of our legacy, and our kids are involved too. That means everything to us.
Michael G.
Michael G.
“We came to Bridgelight Capital looking for more than portfolio management, we needed a partner who understood multigenerational wealth. Gary and the team helped us build a clear succession plan, educated the next generation, and aligned our financial strategy with our family values. We trust them not just with our assets, but with the future of our family’s legacy.”
Dr. John G
Dr. John G
“We’ve worked with many financial professionals, but Bridgelight Capital stands out. They blend smart strategy with genuine care, helping us support our children and grandchildren without compromising our investment goals. From donor advised funds to tax smart withdrawals, their precision makes a real difference. The best way to describe this incredible team is that they treat our family like their own.”
Save time and book a call with us.
Have a glance at the calendar and select a good time for you.
Our Proven Process for Wealth Management
At BridgeLight Capital, we take a hands-on, strategic approach to wealth planning. Here’s how we work with you every step of the way
/01
Introductory Meeting
We’ll discuss your goals, preferences, and challenges to determine if a long-term partnership is the right fit.
/02
Preliminary Planning
We’ll dive into your financial goals and start creating a detailed plan tailored to your needs.
/03
Detailed Planning
We’ll deliver a clear roadmap, focused on your priorities and designed for maximum returns and tax efficiency.
/04
Ongoing Support & Advice
As your goals evolve, we’ll adapt your plan, ensuring it stays aligned with your changing needs.
Ready to Secure Your Future?
Partner with BridgeLight Capital to protect your wealth and plan for future generations. Let’s create a strategy that aligns with your goals.