Trust is critical to any professional relationship. Whether working with a builder to design your dream home, or becoming a patient of a new physician, the relationship will never reach its full potential without mutual trust. The same can be said for the relationship with your wealth management advisor. When your financial livelihood is at stake, it is imperative to have a trusting relationship for it to be as productive and effective as possible.
So when a wealth management team with deep Omaha roots invests in its own business in order to build a platform of comprehensive trust and estate administration, investment management, strategic planning, and philanthropic advisory services, it’s hard not to take notice.
On August 1, 2017, Bridges Investment Management and Bridges Trust Company (formerly Provident Trust Company) officially joined forces to create a platform to provide multi-generational trust and wealth management services. The management team at the Bridges companies formed a holding company together with strategic investor McCarthy Group, LLC, an Omaha-based investment company, to create the new organization. The combined firm, known as Bridges Trust, will offer a broad platform of comprehensive trust and wealth management services to entrepreneurs, business owners, high net worth individuals and families, corporations, and charitable organizations.