Bridge Point Wealth Partners

06/02/2026

Happy Pride Month! Celebrating individuality, respect, and the many stories that bring our communities together.

05/25/2026

This Memorial Day, we remember those who gave their lives in service to our country.

05/20/2026

If you’d like to discuss the different ways you can save for your child’s future, let’s connect.

Learn how Trump Accounts work and compare options that can help you save for your child’s future.

05/13/2026

Midterm elections don’t just shape the political landscape; they impact financial markets too. Find how stocks typically behave during a midterm election year and learn portfolio positioning strategies to navigate the 2026 election cycle.

05/10/2026

Today we celebrate the mothers, grandmothers, and maternal figures who give so much of themselves to help others grow and thrive. Wishing a heartfelt Happy Mother’s Day to all who nurture, guide, and inspire — today and every day. 💐

04/22/2026

Happy Administrative Professionals Day to Elana, Barb, & Kerstyn! 🎉

Your hard work, organization, and dedication keep everything running smoothly day in and day out. We truly appreciate all that you do—today and every day!

Thank you for being such an essential part of the team! 💼✨

04/21/2026

Markets started 2026 under pressure as investors weighed continued uncertainty in the Middle East. Heading into Q2, Ameriprise Financial experts break down recession risk, key emerging-market trends and what recent geopolitical developments could mean for your portfolio.

04/15/2026

We’re excited to officially welcome Kerstyn Helfritch to the Bridge Point Wealth Partners team!

Many of our clients have already had the pleasure of speaking with Kerstyn, as she’s been helping behind the scenes with scheduling and keeping things running smoothly. Her friendly voice and attention to detail have already made a great impression!

Kerstyn also brings a special connection to our team, as she is the daughter of advisor Garrett Helfritch. We’re proud to have her continue the family tradition of dedication and service.

Please join us in giving Kerstyn a warm welcome—we’re glad to have her on board!

04/09/2026

Please join us in congratulating Garrett P. Helfritch on being named in the 2026 Forbes' Best-in-State Wealth Advisor list!

https://bit.ly/4c0OLCJ

04/05/2026

Wishing you a bright, cheerful Easter! May your day be filled with fresh blooms, sweet treats, and time with the people who matter most. 🌷🐰