Wealth Built
With Intention.

Bridgepoint Financial is an award-winning Colorado-based wealth management advisory expanding into the Pacific Northwest with our new Downtown Seattle office.

We specialize in tech industry executives & employees, business owners, professionals and retirees seeking sophisticated strategic financial planning & investment implementation.

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Hi, I'm Tim Doud.

Founder & Managing Partner
Bridgepoint Financial, LLC

Welcome to Bridgepoint

You're Not Looking For Another Financial Advisor.

Most people already have someone managing investments. Very few have a strategic partner helping coordinate every aspect of wealth:

Investments

Taxes

Equity Compensation

Retirement

Estate Planning

Insurance

Cash Flow

Business Planning

Bridgepoint exists to bring every moving piece together under one coordinated strategy.

Whether you're preparing for retirement, navigating executive or equity compensation, selling or starting a business, or simply looking for a second opinion, we'd welcome the opportunity to meet.

The Vault

Advanced Wealth Planning

RSU & Equity Management

Helping executives maximize stock compensation while minimizing unnecessary tax exposure.

Executive Compensation

Deferred compensation, stock options, bonuses, retirement plans and executive benefits.

Tax-Efficient Strategies

Investment and withdrawal strategies designed to improve after-tax outcomes.

Retirement Planning

Income planning, Social Security optimization and retirement confidence.

Wealth Preservation

Portfolio construction focused on preserving and growing wealth through changing markets.

Legacy Planning

Helping families efficiently transfer wealth while protecting what matters most.

Who We Typically Help

Corporate Executives

Technology Professionals

Business Owners

Retirees & Families

The Chronos Process

What Makes Bridgepoint Different?

Discovery

Design

Implementation

Ongoing Strategic Guidance

"Our objective isn't simply to outperform benchmarks. It's to improve the probability that you'll achieve the life your wealth was intended to create."

Seattle Availability