Get started with WealthBridge Portfolios Today!
Just fill out the information below and one of our investment professionals will give you a call. We’ll walk you through how the service works, answer all your questions, and help you get started.
Here’s what we’ll talk about
- Tell us about your goals such as retirement, college for the kids, or other goals.
- Let us know your timelines for each goal. For example, are you nearing retirement or already retired?
- Provide us with an estimate of how much you have to invest. (To take advantage of WealthBridge Portfolios Personal Advisor Services, a $50,000 minimum is required.)
You’ll find out how partnering with a WealthBridge Portfolio advisor can help give you greater confidence that you’re doing all you can to reach your goals.
If you prefer to speak to an advisor immediately
Please Call 502-893-4555
4350 Brownsboro Road, Suite 110