Retirement is Booming as WealthBridge Capital Management Opens Its Doors With a Proprietary Service Model
Sep. 05, 2018
COLUMBUS, Ohio--(BUSINESS WIRE)--Sep 5, 2018--WealthBridge Capital Management, an independent registered investment advisor, announced they will begin providing customized retirement services for investors ages 50 and above.
Longtime financial industry experts Ryan M. Dunlap, CFP®; Robert W. Faulkner, CRPC®, CIMA®; and Andrew J. Grant have launched a firm to cater to the tidal wave of successful Baby Boomers and Gen Xers who want their finances to last throughout their retirement years and beyond. WealthBridge will deliver leading edge organizational, educational, planning, and investment solutions centered on securing clients’ retirement goals.
No strangers to the needs of retirees, Dunlap, Faulkner, and Grant pioneered a popular course for Otterbein University’s Adult Education department called “Financial Strategies for a Successful Retirement.” Previously working at both Merrill Lynch and Morgan Stanley, they’ve been providing financial solutions to investors for more than 20 years.
“We’re passionate about helping people secure the retirement they’ve been dreaming about,” explains Ryan Dunlap, President and CEO of WealthBridge. “For WealthBridge, we’ve developed a comprehensive interactive tool called Wealthspan Analysis that we use to help clients get on track and stay there.”
Last year when the American College of Financial Services reported the results of their Retirement Income Literacy Quiz, almost 75% of the 1,244 responders—ranging in age from 60 to 75—scored below 60% and received a failing grade. WealthBridge sees a growing demand for personalized financial education and guidance exclusively for retirees and those approaching their retirement years. Their purpose-built services will help to address that need. To learn more, please visit www.wealthbridgecm.com.
About WealthBridge Capital Management
WealthBridge Capital Management works as a collaborative partner to help investors age 50 and up achieve their ideal retirement. They offer a straightforward approach, transparent fees, and unbiased advice across generations. For more information on how WealthBridge creates and manages personalized portfolios to meet client goals, please visit www.wealthbridgecm.com.
View source version on businesswire.com:https://www.businesswire.com/news/home/20180905005101/en/
CONTACT: WealthBridge Capital Management
Ryan M. Dunlap, CFP®
KEYWORD: UNITED STATES NORTH AMERICA OHIO
INDUSTRY KEYWORD: SENIORS PROFESSIONAL SERVICES CONSULTING FINANCE CONSUMER
SOURCE: WealthBridge Capital Management
Copyright Business Wire 2018.
PUB: 09/05/2018 08:00 AM/DISC: 09/05/2018 08:01 AM