Announcing the next phase

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We are thrilled to announce a significant milestone for our firm. After
thoughtful consideration and strategic planning, we have rebranded from
“Darby J. Minnick & Associates” to Bridge To Wealth Team. This
exciting change reflects our unwavering commitment to your financial wellbeing and our vision for the future.

www.BridgeToWealthTeam.com

Here is what you need to know

1. Client-Centric Approach:
Our team’s dedication to our clients remains at the core of everything we do. Your financial goals, aspirations, and dreams continue to drive our personalized strategies. We are here to listen, guide, and support you through every financial decision, ensuring that your interests are always front and center.

2. Advanced Financial Planning:
Our commitment to holistic financial planning remains steadfast. We believe that true wealth extends beyond mere numbers—it encompasses your values, lifestyle, and legacy. Whether it’s financial organization, business growth and exit, retirement income planning, or wealth transfer and estate planning, we take a comprehensive approach to address all aspects of your financial life.

3. Growth and Service Expansion:
As Bridge To Wealth Team, we are more determined than ever to grow and serve our community. We are part of WestPac Wealth Partners, a privately held wealth management firm. Our expanded team, resources, and experience allow us to take on new challenges and welcome new clients into our family.


www.BridgeToWealthTeam.com

An Innovative Approach to Building Your Financial Legacy

Written by Darby J. Minnick, "The Team Approach" challenges the current paradigm around working with financial professionals. Learn how you can implement a board-of-directors style of management for your financial legacy!

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