Bridgeworks Asset Management, LLC

Bridgeworks Asset Management is a small, independent registered investment adviser that serves primarily individual clients and also accepts charitable organizations; the firm manages roughly $9.5 million across about 49 accounts and provides discretionary and non‑discretionary portfolio management, financial planning, and consulting. It offers advice across mutual funds, ETFs, equities, fixed income, options and other instruments and charges asset‑based advisory fees.

The firm customizes portfolios to client objectives and risk tolerance, using third‑party model portfolios where appropriate and applying methods such as modern portfolio theory, technical/charting analysis, and both long‑ and short‑term trading (including option strategies and margin where suitable). Accounts are monitored on an ongoing basis, clients may impose investment restrictions, and the firm typically aggregates orders for block execution and directs brokerage to its chosen custodian platform.

A distinctive feature is that the adviser’s practice is closely connected with divorce financial planning and legal services: the principal holds CFP and CDFA credentials, operates an affiliated divorce‑planning business, and also owns a separate law firm — a combination that is uncommon among solo independent RIAs. This structure can provide an integrated financial and legal perspective for clients facing family‑law issues, while also creating overlapping service relationships that prospective clients should consider.