Enjoy What Matters
Most to YOU
Welcome to Bridge Street Private Wealth Management, where we partner with our clients with the goal of helping them simplify their busy lives. We work in collaboration to help our clients balance the responsibility and challenges of today, with the promise of tomorrow, seeking to empower them to live their best life and focus on enjoying what matters most.
Client
Centric
We prioritize your needs, foster a comfortable environment and provide judgment-free advice. Your financial goals drive our strategies, not sales quotas.
Youthful Enthusiasm,
With a Decade of Wisdom
Our founder, brings a fresh perspective with over a decade of experience, ensuring he'll be with you through every financial milestone, offering you a blend of youthfulness and seasoned knowledge.
Navigating Your
Financial Pivots
Whether it is career advancements, business exits, or retirement planning, we specialize in guiding clients through pivotal moments, ensuring a smooth transition into the next chapter of their lives.
Our Name Tells a Story
"Bridge Street", holds deep significance. This name pays homage to Josh's late mother, Susan Goodwin, an acclaimed artist renowned for her captivating series on Bridges. Susan's legacy lives on in our name. Additionally, "Bridge Street" pays tribute to the eponymous street in Bradenton, FL, a cherished retreat where the Holt family discovers solace and happiness.
Above all, our name encapsulates the pivotal role we play in our clients' lives — acting as the bridge that connects where clients are today, to their goals and financial aspirations.