Your bridge to financial security

Whether the financial future you envisioned is close at hand or still in the distance, our experienced wealth managers can create an investment strategy that gets you there safely and enhances your life along the way.

Learn how we can help you take the next step into your financial future.

  • Our philosophy

    We combine market knowledge and disciplined investment strategies to help those seeking long-term financial peace of mind. Learn how we put our clients first.

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  • Latest News

    Hear from our team of experienced investment advisors about current market news, from financial planning insight to retirement strategies and more.

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  • Existing clients

    Sign in to access your account information for assets held at Charles Schwab & Co., Inc.

  • Our Approach To Wealth Management

    Watch our latest video to learn more about our dedication to client satisfaction and our unique money management program.

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  • SECURE, CARES, and IRAs

    Various factors have brought about a flurry of changes in IRA rules. It is important that individuals understand these modifications, what they mean now and what they could mean to their retirement planning. The Setting Every Community Up for Retirement (SECURE) Act, which became effective January 1, 2020, enacted several changes with regard to required … Continue reading SECURE, CARES, and IRAs

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See the latest investment results from J.L. Bainbridge & Company, Inc.

Read the J.L. Bainbridge 2018 Annual Report to learn more about our rate of return over the past 18 years, our investment strategy and our evaluation of the current market environment. 

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