Bridge Wealth Management
For our clients to experience financial independence while impacting the communities in which they live, guided by faith-based principles
Our Mission Statement
Our mission is to enrich the lives of our clients by providing integrated financial services. We seek to anticipate, and address client needs through communication, prompt service, continuous learning and innovations. We will have integrity in all interactions and diligently pursue excellence.
A Tradition Built on Trust
Gleaner Financial is an independent subsidiary of Gleaner Life Insurance Society
Gleaner Life is a faith based fraternal society established in 1894. For 125 years, Gleaner Life has been providing financial protection, fraternal benefits, and volunteer opportunities. Like its parent company, Gleaner Financial is built on similar principles.
Trust - Every client we work with comes to us based on the word of someone they trust. This is because our advisers work with two goals in mind: to understand the needs of each client and to provide quality advice for the sole purpose of helping them reach their financial goals. Honesty and transparency are the cornerstones of our firm.
Service - At Gleaner Financial, every aspect of our service has been designed with our clients in mind. There is nothing more important to us than those we serve. Our clients receive service that goes far above expectation.
Prudence - Our uniquely designed processes help our clients look ahead with confidence. Their financial plans are crafted with care, wisdom, and foresight.