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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

BridgeQuest Wealth Strategies

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United States
Lenexa, KS
BridgeQuest Wealth Strategies

Career changes, retirement, aging parents, liquidity events—navigating life’s big transitions gets much easier with an experienced guide.

Our team leads you in the right direction with independent asset management tailored to your goals. You know what they say: Two heads are better than one. That goes double when those heads work to bring you personalized advice based on your personal goals. That’s really the heart of the BridgeQuest story. We started this firm as a declaration of independence—believing people deserve the best finan

cial solutions for their situations, not recommendations driven by ties to a certain company or investment offering. We wear our product-agnostic approach as a badge of honor and hold ourselves to a fiduciary standard for our clients that puts their interests first, when managing their assets. Our principals bring over 20 years of combined financial planning experience to the table for our clients — understanding what it takes to navigate transitions and prepare for what’s next. Securities and advisory services offered through Commonwealth Financial Network®, member https://www.FINRA.org / https://www.SIPC.org, a Registered Investment Adviser. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html

05/29/2026

At BridgeQuest we believe that people deserve the best financial solutions for their situations, not recommendations driven by ties to a certain company or investment offering. Learn more about what makes us different at https://buff.ly/Ggxr3DS.

05/25/2026

1 in 5 workers aged 50–65 are laid off.
Re-employment often means a pay cut, a long job search, and dipping into retirement savings early.
The takeaway?
Build strong emergency reserves now and develop skills or a side hustle that could support income later.
Early retirement isn’t always a choice—so be ready if it happens to you. Click here to read the full article:
https://buff.ly/HNrMgg8

05/22/2026

Are you considering a significant career or job change? Don’t let it be at the expense of your personal finances. Click here to take our two-minute transition-readiness assessment and find out if you’re prepared to make your change and determine your next steps : https://buff.ly/4d74gY4

04/30/2026

Your financial journey is unique, and so is our approach. BridgeQuest Wealth Strategies offers holistic financial planning tailored to your life transitions—be it retirement, inheritance, or caring for aging parents. We're here to help you align your wealth with your life's goals. Discover how we can support your journey at https://buff.ly/sXfaV9t.

04/27/2026

43 percent of retirees report more financial stress than before retiring. Hidden expenses like unexpected medical bills, family crises, and inflation surprises are blindsiding seniors. Find out how to safeguard your savings from these stealth costs: https://buff.ly/w2OmyPW

04/23/2026

Does your employer offer a discounted stock purchase plan? If so, an ESPP can be an extremely valuable and often underutilized part of your employer benefits. Let BridgeQuest help you maximize your ESPP: https://buff.ly/O0LuSar

04/20/2026

Two heads are better than one — until you’re deciding where, when, and how to retire. Here’s how to turn different visions into a shared roadmap for your golden years:
- Define your dream days: What does an ideal day look like for each of you? Align locations, lifestyles, and priorities early.
-Do the math together: Match your goals to your savings. Use the 80% rule as a starting point to estimate how much you’ll need.
- Plan for healthcare costs: From Medicare choices to long-term care, a strategy now avoids big surprises later.
Explore the conversations couples should have before retirement here: https://buff.ly/PEHkrrX

04/08/2026

Huge thank you to everyone who stopped by our Chick-fil-A breakfast event! We always love the opportunity to connect and spend time with our amazing clients.
And a special thank you to Melisa Cull and Chick-fil-A for helping make this event such a success!

04/06/2026

We were honored to be a sponsor of the annual Freedom Hoops 3vs3 Tournament!
We were part of helping Freedom Hoops raise over $115,000 in this one day event.
Freedom Hoops is based in Kansas City, KS and uses the game of basketball to invest in at risk young men in our urban core on and the off the court with a faith based mentoring program.
We are excited to see this program continue to flourish and for the impact Freedom Hoops has already had!

03/12/2026

Some employers offer an Employee Stock Purchase Plan (ESPP)—a benefit that can be a powerful wealth-building tool. We help clients:
- Understand plan details
- Navigate tax implications
- Strategically use ESPPs for retirement, education, or giving
Click here to contact us and learn more about how BridgeQuest can help you get the most out of your ESPP: https://buff.ly/SxuSPco

03/05/2026

Financial planning isn’t just about spreadsheets—it’s about freedom, clarity, and peace of mind.
At BridgeQuest, we help you connect your money to what matters most. Ready to start? https://buff.ly/47bxl5W

Address

8801 Renner Boulevard, Suite 403
Lenexa, KS
66219

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://www.bridgequest.com/

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