Value Proposition

Estate + Wealth Planning
= Real Peace of Mind

Your legacy is more than just wealth — it’s the future of your family. We help you grow, protect, and pass on your assets with confidence.

Build Wealth with
Intention

Plan Your Estate
Strategically

Protect Your
Family’s Future

The Bridge Plan™

Discover Gaps in Your Legacy Plan — In Minutes

Our proprietary Bridge Plan™ is a fast, no-cost audit that uncovers hidden risks in your estate and wealth planning. In just five minutes, you’ll receive a custom roadmap to secure your legacy.

Start

Answer a few questions (5 min)

Review

We’ll analyze gaps in your plan

Implement

You receive a clear action roadmap

Run Free Plan Audit Schedule a Call

Five Pillars

Our Five Pillars of
Planning

A holistic approach to protecting and growing your legacy

Wealth Foundation

Build a strong, diversified financial base

Estate & Tax Optimization

Minimize tax burdens and plan for smooth transfers

Behavioral Finance

Remove emotion and bias from
financial decisions

Retirement & Wealth Distribution

Make your money last across generations

Risk Management

Protect your wealth from unforeseen events

The Cost of Misalignment

Unaligned Planning Can Cost You Everything You’ve Built

When your estate, financial, and tax plans are handled in isolation, things fall through the cracks. Families are left with uncertainty, legal battles, and lost wealth. We’ve seen it too many times — and we’re here to prevent it.

Outdated wills and trusts

Poor tax coordination

Unorganized Wealth Management

Family and legal disputes

Missed planning opportunities

Inconsistent beneficiary designations

Lost wealth through preventable gaps

Run Free Plan Audit Schedule a Call

Meet Your Advisors

Your Legacy
Planning Team

Ian Lewis

Wealth Advisor

I help families plan across generations by aligning your values with your wealth. With years of experience, I believe that peace of mind comes from clarity and coordination

Book a Call with our Team

Michael Smith, Esq.

Wealth Advisor | Estate Planning Attorney

With 25+ years of experience, I specialize in tax-efficient estate design for high-net-worth families. I work hand-in-hand with your financial strategy to ensure everything flows smoothly — legally and generationally.

Book a Call with our Team

FAQs

Common Questions

Haven’t found what you’re looking for?
Contact us

FAQ Section

1. What is The Bridge Plan™? +

It’s a quick, smart assessment that helps uncover risks and gaps in your current estate and financial plan. It takes about 5 minutes and is completely free.

2. Who is Legacy Bridge Wealth for? +

Legacy Bridge Wealth is for individuals looking to secure their financial future with a well-designed estate and wealth management plan.

3. Do you coordinate with my existing advisors? +

Yes, we work closely with your existing advisors to ensure a comprehensive and collaborative approach to your financial and estate planning.

4. Is this a one-time plan or ongoing relationship? +

Our plans are tailored to your needs and can either be one-time or part of an ongoing relationship, depending on what suits your financial goals.

5. What does the free audit include? +

The free audit includes a review of your current financial and estate plans, identifying potential risks, gaps, and areas for improvement.

Insights to Protect, Grow, and Preserve Your Legacy

Explore expert guidance on tax-efficient estate planning, wealth protection strategies, and family governance. Our articles are designed to help high-net-worth families navigate complex financial landscapes with confidence. Whether you are safeguarding your assets, planning for the next generation, or preparing for the unexpected, you will find practical, actionable insights to secure your legacy.

Tax-Efficient Estate & Wealth Planning for High-Net-Worth Families

Takes 5 minutes. No cost.

Value Proposition

Estate + Wealth Planning
= Real Peace of Mind

The Bridge Plan™