Below you will find relevant information to common questions and areas of focus. From financial planning to current events, we hope you find these resources helpful and share with others who may benefit from the same guidance.
Please let us know if there is a subject matter you would like to learn more about. We are always here to be of service.
02.24.2026
The H.R.1 Bill, also known as the “One, Big, Beautiful Bill” Act was signed into law last summer and will have several impacts to be aware of when filing your taxes this year. We’ve compiled a list of relevant changes with brief explanations for you and those you care about.
01.20.2026
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.