Everything we do, we do because we believe in making a meaningful difference in the lives of those we serve. We do this through teams of specialists, using an established method designed to maximize the client experience. We assist clients in reaching their goals using insurance, financial, benefits, and advisory services.
TriBridge Partners specializes in working with high performing companies who are seeking to attract and retain an extraordinary workforce. We focus on designing compensation, benefit, and pension portfolios that allow our employers to compete for talent and to win. Each client has the opportunity to participate in our proprietary Roadmap system in order to achieve their strategic objectives.
Whether you are an employee that requires some advanced planning or someone who has been referred to TriBridge for guidance and counsel, we work with thousands of individuals and families who want guidance, education, or solutions in the areas of insurance and financial planning. Our Individual Solutions team is comprised of advisors who can assist you in every phase of life.
Income preservation and tax exposure is a major issue for owners who derive compensation through the net revenues of their firm. Our team of specialists use a combination of financial tools, legal resources, and tax provisions to help ensure that net revenues are maximized, generational planning is complete, and that in the event of a loss – business continuity is secure. TriBridge works with sole owners, partnerships, and groups of equity shareholders to protect against risk and to maximize opportunities.