About Bridge Street Wealth Strategies

We're ready to help you plan for your financial future!

Locally Owned and Managed

Bridge Street Wealth Strategies is located on Bridge Street in Owatonna, MN, and provides individuals, families, and businesses with financial planning services.

Bridge Street Wealth Strategies was founded by Geoff Stamp, an Owatonna resident, and a member of the Principal® Financial Network. In 2021, Geoff opened the office at 202 W. Bridge Street as an affiliate of the JJ Swanson Advisory Group and today helps clients with retirement planning, 401(k) and employee benefit strategies, estate planning, education funding, and business planning solutions.

Geoff Stamp

Financial Advisor

(507) 774-9221

stamp.geoff@principal.com

Geoff is a financial professional with Principal® Financial Network of Minnesota and the President of Bridge Street Wealth Strategies. He works closely with individuals and businesses to help them protect their assets and grow wealth...

At Bridge Street Wealth Strategies, we offer a wide range of services designed to support your business and personal financial goals, including:

Retirement planning and Principal 401(k) strategies
Estate planning and legacy considerations
Education funding and college savings
Asset allocation and wealth management
Business owner strategies and employee benefit plans
Disability income protection and key person coverage

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Contact Us Today

If you believe you could benefit from working with a financial professional, let’s review yours goals to see how we can help.