Business Details
9 Years
experience
Your Trusted Partner for Financial Advisory Services
BridgePoint Wealth Management was established in 2017 with a mission to bridge the gap between generations in wealth management. Our partnership model fosters collaboration, combining 226 years of collective experience and industry-recognized designations to deliver personalized investment strategies. We specialize in financial planning, retirement solutions, and fiduciary services, prioritizing integrity and client-centric outcomes. Headquartered in Kentwood, Michigan, our team serves clients across multiple states, offering independent advice designed for long-term success.We support both individual investors and small businesses, emphasizing education and transparency. With eight partners and dedicated support staff, we provide tailored guidance through every financial milestone. Our services include divorce planning, insurance strategies, and retirement income solutions. We maintain offices in Kentwood, Muskegon, Lansing, and Rockford, Michigan, with structured hours and appointment availability. Our commitment to excellence has earned us recognition from industry peers and clients alike.
Services
Financial Planning
Retirement Planning
Small Business Retirement Plans
Divorce Planning
Insurance Planning
Details
- Year established: 2017
Highlights and features
- We combine 226 years of collective experience in financial services
- Our partnership model ensures collaborative, client-focused solutions
- We hold industry-recognized designations including CFP and ChFC
- We specialize in fiduciary retirement plan services for businesses
- Our team provides personalized investment management strategies
Associations and certifications
- LPL Financial
- FINRA
- SIPC
- CFP
- ChFC
- CDFA
- AIF
- CPFA
- AWMA
Services
Financial Planning
BridgePoint Wealth Management provides comprehensive financial planning that addresses short, intermediate, and long-term goals. Our consultative approach considers investment strategies, tax planning, and estate management. We create personalized roadmaps that integrate insurance and retirement planning to ensure holistic financial security for Michigan residents.
Retirement Planning
Our retirement planning services focus on creating sustainable income streams and managing pension benefits. We assist with government program navigation, healthcare planning, and legacy strategies. Through phased implementation and ongoing reviews, we ensure seamless transitions into retirement while addressing tax implications and long-term care needs.
Small Business Retirement Plans
We design fiduciary retirement solutions for businesses, including 401(k) and 403(b) plans. Our services cover investment policy development, fee benchmarking, and fiduciary training. We help Michigan businesses enhance employee benefits while managing regulatory compliance and optimizing plan performance through OCIO services.
Divorce Planning
Our divorce planning specialists handle asset inventory, debt settlement, and pension division. We provide expert guidance on alimony calculations, insurance implications, and tax consequences. Our Michigan-focused team assists with financial reconstruction during and after separation, emphasizing equitable distribution and future cash flow planning.
Insurance Planning
We offer comprehensive insurance reviews covering life, disability, and critical illness protection. Our planning considers estate preservation and business succession needs. We help clients optimize coverage for home, health, and long-term care while balancing premiums with protection requirements across Michigan communities.
People
Matt Cinco
Founder
Matt Cinco established BridgePoint Wealth Management in 2017 following a 20-year industry leadership career. He leads our partnership model focused on personalized financial guidance.
Questions
What services does BridgePoint Wealth Management offer?
We provide financial planning, retirement strategies, small business retirement plans, divorce planning, and insurance solutions tailored to Michigan residents.
Are you fiduciary financial advisors?
Yes, we act as fiduciaries in retirement plan services and maintain industry designations that uphold ethical standards across all our offerings.
Do you work with small businesses?
We specialize in helping Michigan businesses design competitive retirement benefits and provide fiduciary oversight for 401(k) and similar plans.
How do you approach financial planning?
Our consultative process includes discovery meetings, strategy development, implementation support, and ongoing plan reviews tailored to individual goals.
Where are you located?
We have offices in Kentwood, Muskegon, Lansing, and Rockford, Michigan, serving clients throughout the state.
