Wealth Management

At Bainbridge Financial Services, our advisors offer a wide range of financial and investment services to address your financial needs.  We offer our clients personal financial strategies, investment advisory services, access to various investment products, business solutions and more.

Personal Financial Strategies

  • Tax-aware investment strategies
  • Concentrated stock and stock option management
  • Retirement Services
  • Estate and Trust Services
  • Education Strategies

Investment Advisory Services

  • Managed equity and fixed income accounts
  • Managed mutual fund accounts
  • Proprietary investment portfolios

Investment Products

  • Equities
  • Exchange Traded Funds
  • Mutual Funds
  • Fixed Income Securities
  • Certificates of Deposit
  • Cash Equivalents
  • Options
  • Hedge Funds
  • Variable Annuities

Business Solutions

  • Cash management
  • Defined benefit plans
  • Defined contribution plans
  • Deferred compensation plans

Other Services

  • Independent, conflict-free research, commentaries and market data
  • Web access to current news, data and financial/investment articles
  • Online account access and trading
  • Performance monitors
  • Comprehensive consolidated statements
  • Securities-based lending
  • Check writing
  • Visa Platinum Check Card / ATM
  • SIPC coverage

BNY Research and Commentary

Related Articles

Global Markets

Virtuous Cycle

With improved growth leading to a decrease in the need for foreign capital to finance current account deficits across emerging markets, capital inflows are now driving currency appreciation. Here, Insight Investment head of emerging market debt Colm McDonagh outlines the...

Read More: Virtuous Cycle
Market Commentary

Market Commentary

After a summer marked by geopolitical tensions, investors ended the third quarter of 2017 with renewed optimism in global growth. While news headlines were breathlessly focused on geopolitical risk in North Korea and partisan rifts in Washington, markets barely paused...

Read More: Market Commentary
Investment Insight

Investment Update: From Monetary to Fiscal Stimulus

Jeff Mortimer’s November Investment Update discusses the transition from monetary to fiscal policy, taking a closer look at the Federal Reserve as it takes the lead. Jeff highlights previous tax cuts and their impact on the markets, as well as...

Read More: Investment Update: From Monetary to Fiscal Stimulus
Asset Allocation

What Proposed Tax Reform May Mean For Municipal Bond Investors

Since Republicans won control of both houses of Congress and the White House in last fall’s elections, investors have been anticipating the first major changes to the nation’s tax code in 30 years.

Read More: What Proposed Tax Reform May Mean For Municipal Bond Investors
Economic Insight

The Next Energy Trend

Oil & gas companies create environmental and safety risks every day, and properly evaluating a company’s ability to manage these risks is part of analysts’ job in developing a robust investment thesis. While reporting on these issues improves almost daily,...

Read More: The Next Energy Trend