Beacon Bridge Wealth Partners, LLC

Caitlin Escoffery is a financial advisor at Beacon Bridge Wealth Partners, LLC with a Series 65 designation and five years of industry experience. Prior to joining Beacon Bridge in 2021, she worked at Kaplan International from 2012 to 2020. Beacon Bridge Wealth Partners offers personalized financial planning and investment advisory services to individuals, families, and institutional clients, tailoring portfolios to client-specific financial conditions and goals with a generally long-term investment approach. The firm utilizes a range of investment vehicles and incorporates third-party platforms for portfolio management and rebalancing.

John Jim is a financial advisor with Beacon Bridge Wealth Partners, LLC, holding the ChFC® designation and Series 63 and 66 licenses. He has 31 years of industry experience, including 17 years at Ameriprise Financial Services, Inc., before joining Beacon Bridge in 2022. Beacon Bridge Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm tailors portfolios to clients’ financial conditions and goals, generally favoring a long-term investment approach while incorporating a range of investment vehicles and third-party platforms for portfolio management.

Steven Krzywicki is a CFP® with 25 years of industry experience. He is currently with Beacon Bridge Wealth Partners, LLC and Purshe Kaplan Sterling Investments, having previously worked at Ameriprise Financial Services, Inc. Krzywicki is also an investor in Albatross Network, LLC, a private invitation-only golf access platform, where he contributes to marketing initiatives. Beacon Bridge Wealth Partners provides personalized financial planning and both discretionary and non-discretionary investment advisory services to individuals, families, trusts, and qualified retirement plans. The firm customizes portfolios based on clients’ financial conditions and goals, generally favoring a long-term investment approach while incorporating a range of investment vehicles and third-party platforms for portfolio management.

Peter Keenan is a CFP® with 17 years of industry experience. He is currently with Beacon Bridge Wealth Partners, LLC, where he has worked since 2025. Prior to this, he spent 20 years at The Vanguard Group, Inc. and also had a brief tenure at APEX Financial Advisors, Inc. Beacon Bridge Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm customizes portfolios based on clients’ financial conditions, risk profiles, tax situations, and goals, typically favoring a long-term investment approach while utilizing a range of investment vehicles including ETFs, mutual funds, and private funds.

Christopher Chaves is a financial advisor with Beacon Bridge Wealth Partners, LLC and holds a Series 66 designation. He has nine years of industry experience, including prior roles at Ameriprise Financial Services and Saint Joseph's University. Beacon Bridge Wealth Partners offers personalized financial planning and investment advisory services to individuals, families, trusts, and qualified retirement plans. The firm customizes portfolios based on clients’ financial situations and risk profiles, employing a range of investment vehicles and third-party platforms to support discretionary management and rebalancing.

James Schmidt is a financial advisor with Beacon Bridge Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for seven years before joining Beacon Bridge in 2022. Beacon Bridge Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, trusts, estates, private foundations, and qualified retirement plans. The firm customizes portfolios based on clients’ financial conditions, risk profiles, tax situations, and goals, typically employing a long-term investment approach with a range of investment vehicles, including ETFs, mutual funds, and private funds.