Bridgequest Wealth Strategies

Finance · Kansas, United States · 1-10 Employees

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Overview

Headquarters

11900 W 87th Street Pkwy Ste 130, Lenexa...

Phone Number

(913) 276-7110

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Bridgequest Wealth Strategies

BridgeQuest Wealth Strategies specializes in financial planning, investment management, and career transition management for clients facing significant life changes. With over 35 years of combined experience, they provide a tailored approach to help clients navigate their unique financial situations and transitions. The firm adheres to a fiduciary standard, ensuring that clients' interests are prioritized without being influenced by specific investment offerings. Their mission is to inspire clarity and confidence in clients as they plan for retirement and other major life events.Explore more
Bridgequest Wealth Strategies's Social MediaPopular SearchesBridgeQuest Wealth StrategiesBridgepoint Wealth StrategiesBridgequest Wealth Strategies LLCbridgequest.comAdvisor LaunchpadSIC Code 62,628NAICS Code 52,523Show more

Bridgequest Wealth Strategies Org Chart

PhoneEmail
SW
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Director, Client Services

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Bridgequest Wealth Strate...

<$5M
1-10
Private
-
2002
SW
Stephanie WhitehillDirector, Client Services
<$5M
11-50
Private
<$5M
2021
CM
Chris McLootaSenior Vice President, Partner
<$5M
1-10
Private
-
-
RH
Richard HowellsManaging Director
<$5M
1-10
Private
-
2019
<$5M
1-10
Private
-
2005
HH
Heidi HitchcockManager, Operations
<$5M
1-10
Private
-
2018
PM
Patrick MinskeyManager, Private Wealth
<$5M
1-10
Private
-
2015
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Bridgequest Wealth Strategies is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Bridgequest Wealth Strategies is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Bridgequest Wealth Strategies.

Bridgequest Wealth Strategies Tech Stack

A closer look at the technologies used by Bridgequest Wealth Strategies

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Frequently Asked Questions Regarding Bridgequest Wealth Strategies

What is Bridgequest Wealth Strategies's official website?
Bridgequest Wealth Strategies's official website is www.bridgequest.com
What is Bridgequest Wealth Strategies's Revenue?
Bridgequest Wealth Strategies's revenue is <$5 Million
What is Bridgequest Wealth Strategies's SIC code?
Bridgequest Wealth Strategies's SIC: 62,628
What is Bridgequest Wealth Strategies's NAICS code?
Bridgequest Wealth Strategies's NAICS: 52,523
How many employees does Bridgequest Wealth Strategies have?
Bridgequest Wealth Strategies has 1-10 employees
What industry does Bridgequest Wealth Strategies belong to?
Bridgequest Wealth Strategies is in the industry of: Finance, Securities Trading
What is Bridgequest Wealth Strategies competition?
Bridgequest Wealth Strategies top competitors include: advocate investing services, Mundi Financial, planwellpws.com, Key Advisors Group
What technology does Bridgequest Wealth Strategies use?
Some of the popular technologies that Bridgequest Wealth Strategies uses are: WooCommerce, WordPress.org, PHP, Proofpoint
How do I contact Bridgequest Wealth Strategies?
Bridgequest Wealth Strategies contact info: Phone number: (913) 276-7110 Website: www.bridgequest.com
What does Bridgequest Wealth Strategies do?

BridgeQuest Wealth Strategies specializes in financial planning, investment management, and career transition management for clients facing significant life changes. With over 35 years of combined experience, they provide a tailored approach to help clients navigate their unique financial situations and transitions. The firm adheres to a fiduciary... standard, ensuring that clients' interests are prioritized without being influenced by specific investment offerings. Their mission is to inspire clarity and confidence in clients as they plan for retirement and other major life events.Read More

What are Bridgequest Wealth Strategies social media links?
Bridgequest Wealth Strategies Linkedin page Bridgequest Wealth Strategies Facebook page
Is Bridgequest Wealth Strategies a public company?
Bridgequest Wealth Strategies is private company therefore does not currently have an official ticker symbol
See more information about Bridgequest Wealth Strategies

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