Sometimes I think about the last two decades of my career, from starting at UBS Paine Webber to starting TenBridge Partners to where I sit today.  So many memories, and time has gone by so quickly.  Hard for me to imagine some of you have worked with me through it all. Regardless if you have or have not, I can say right now our client base is the best it has ever been.  Our day is spent serving you and we couldn’t be happier and prouder to do so.

The team has been hard at work engaged with a coach over the past several months, really taking a deep look at what we do, how we do it, and how we will change and grow together.  I’m really proud of Sirra, Scott, Libby, and Annie for their significant contributions to this process and for bringing their best each and every day.  It is truly humbling.

As we roll into 2026, we have worked to define our values as a team: what do we stand for and why do each of us choose to work for TenBridge? What values do we bring to our process and day-to-day work environment driving client results and growth for the Firm?

TenBridge Values 

Partnership – With our clients and with each other, our team thrives together through intentional focus on authenticity.  We foster a supportive environment of open and clear communication combining our strengths and different perspectives.

Integrity – We uphold integrity with every action, earning and keeping the trust of our clients and one another.

Excellence – We put our clients’ success at the heart of our work by listening deeply to make sure they are seen and cared for, then providing high quality service exceeding expectations.

Curiosity – Our team embraces personal and professional growth in addition to crafting a unique client experience through curiosity – learning, improving, mentoring, and innovating.

Fun – We like fun, valuing life balance and connection with ourselves, each other, our clients, our community, and our greater world.

These values not only form the backbone of everything we do, but they are the very essence of why we come to work each day and why, most importantly, we choose to work at TenBridge Partners.

We find true financial planning is rare and hard to find for the consumer and as such, most people fail to plan, set goals, and work toward obtaining them. Something TenBridge clients do year after year and across our relationship leading to their success in many ways.  People need personalized guidance from a trusted source to help them and to provide confidence and clarity in uncertain times.

It is why our mission is 
Guiding with curiosity and trusted expertise, we empower people to live their unique story with financial clarity and confidence.

And our vision is 
To create a community where financial planning feels fun, dynamic, and human.

Over the decades I have had many team members and worked with lots of different people.  They were all great, but the current crew, my final crew, are simply over the top.  I know, it has taken me 15 years since TenBridge started to achieve this long-term goal.  But here we stand and the future looks bright. How does the song go? “The future’s so bright, I gotta wear shades.”

You will see some small changes.  Scott is handing over some Schwab minutia to Annie.  Sirra will be presenting more financial plans. And Libby will be taking over more data input for Sirra. A lot of the changes are internal and help us work more effectively and efficiently to deliver best in class service and results to you, the people who make up the fabric of our Firm.

We aren’t “Wall Street” and we aren’t a big national firm.  We are a small boutique financial planning family-focused firm that is active and engaged meaningfully in our clients’ lives, helping them to navigate uncertainty and make some of the biggest decisions they face.

We are about people; we are about community and friendship; we are about each other.

And I must tell you, after 24 years in the business, damn, it feels good to have arrived!

If you know anyone who would benefit from planning, doesn’t work with someone, or who isn’t getting the TenBridge level of planning, care, and service from their current relationship, please send them our way.  We want to help.

And thank you, as always, for the trust and confidence you place in us, and for being part of the TenBridge Family. We appreciate you.

From the desk of
Erik Lawrence CFP®

The information contained in this correspondence is intended for general educational purposes only and as a means for facilitating a conversation.  Please consider our door always open to discuss your particular situation and how this information might benefit you and fit your specific needs.