Bridge Generations Wealth Management

Elisa Schvaneveldt is a CFP® and Series 65-registered financial advisor with four years of industry experience. She is currently with Bridge Generations Wealth Management and previously worked at Forum Financial Management, Brighton Recovery Center, and Ernst & Young LLP. Outside of her advisory role, she serves as Co-Treasurer for the Wasatch Mountain Club, a nonprofit organization. Bridge Generations Wealth Management provides fee-based wealth management and financial planning to individuals, trusts, estates, charitable organizations, corporations, and small businesses. The firm employs an evidence-based, passive investment approach combined with ongoing financial planning under a “Private CFO” framework.

Barbara Ray is a financial advisor with Bridge Generations Wealth Management in Millcreek, UT. She holds the PFS™ and Series 66 designations and has 22 years of industry experience. Prior to joining Bridge Generations Wealth Management in 2024, she worked at Vantage Consulting and Forum Financial Management. Outside of her advisory role, she serves as CEO and President of Vantage Consulting, a business consulting firm focused on exit strategies for business owners. Bridge Generations Wealth Management provides fee-based wealth management and financial planning primarily for clients with at least $1 million to manage. The firm employs an evidence-based, passive investment approach combined with ongoing financial planning under a “Private CFO” framework.

Michael Allende is a Series 65 licensed advisor at Bridge Generations Wealth Management with three years of industry experience. He previously worked at Castle Wealth Management and All Star Realty. Bridge Generations Wealth Management provides fee-based wealth management and financial planning to individuals, trusts, estates, charitable organizations, corporations, and small businesses, generally serving clients with at least $1 million in assets. The firm uses an evidence-based, passive investment approach combined with ongoing financial planning under a “Private CFO” framework.

David Smith is a CFP® and ChFC® with 26 years of industry experience. He is currently with Bridge Generations Wealth Management, where he serves as Managing Member and Investment Adviser Representative. Prior to this, he worked at Forum Financial Management, LP, and operated his own firm, David N. Smith & Associates, Inc. Additionally, he is president of Financial Wealth Strategies, Inc., which provides insurance sales and services. Bridge Generations Wealth Management offers fee-based wealth management and financial planning primarily to clients with at least $1 million in assets. The firm employs an evidence-based, passive investment approach focused on diversified mutual funds and ETFs, combining discretionary investment management with ongoing financial planning under a "Private CFO" framework.

Raleigh Smith is a financial advisor at Bridge Generations Wealth Management with three years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Bridge Generations Wealth Management, he worked at Forum Financial Management, NPC Financial, Royal Palm Tennis Club, and competed professionally in ATP/ITF tennis events. Bridge Generations Wealth Management provides fee-based wealth management and financial planning services primarily to high-net-worth individuals, trusts, estates, and businesses. The firm employs an evidence-based, passive investment approach combined with ongoing financial planning under a “Private CFO” framework that integrates client coordination with outside professionals.