Financial Guidance Close to Home
Based in Owatonna, MN, Bridge Street Wealth Strategies is led by Senior Financial Advisor Geoff Stamp. Our team is proud to serve our neighbors and local businesses with clear guidance and personalized strategies.
The Bridge Street team focuses on understanding our clients' goals so we can help design the financial roadmap that aligns with each individual's needs.
Comprehensive Planning for Every Stage
Whatever life stage you’re in, we’ll work with you to align your retirement planning and overall financial plan so you’re better prepared for what’s next:
- Get the most from your 401(k)
- Create a college savings plan
- Turn retirement savings into reliable income
- Build an estate plan that creates a lasting legacy
A Proven Process For Financial Planning
At Bridge Street Wealth Strategies, we follow a clear, step‑by‑step process designed to make planning feel less overwhelming.
We learn your goals and analyze your current financial picture.
We explore strategies that fit your situation and create a plan.
We put your plan into action and review it regularly, adjusting as life changes.
Personalized Financial Strategies
Whether you’re just starting to build retirement savings or you’re evaluating your options for a Principal® 401(k), we’re here to help you navigate your choices.
Retirement & Legacy Plans
Your financial life is about more than investments. We look at the whole picture and design a plan that reflects where you are today and what you want to leave behind.
Small Business Support
Owning a business means making decisions for you and your employees. We help small business owners with financial strategies that support growth and stability.
Why Work With Bridge Street Wealth Strategies?
When it comes to your finances, you don't have to figure it all out alone. Seeking support from a local financial advisor gives you:
- Clarity in your plan - Know where you stand today and what steps can move you closer toward your goals.
- Experienced insight - Make choices backed by years of industry experience, research, and a strategy tailored to you.
- Recognized financial products - As a member of the Principal® Financial Network, we have access to a diverse selection of financial solutions.
- Personalized service - We get to know you and your goals and design a plan to fit your current situation and the future you imagine.
Together, we'll help you build a strategy to move forward with purpose, with a goal of turning your plans into progress.
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