The Trend is Your Friend
Overview- 2025 has been an exciting year between war, tariffs, inflation, and so on. Regardless of the volatility, the market hasn’t moved too much since last year, so we have reserved judgement until things are a bit clearer. Our expectation is that, barring any further surprises, there is potential for the market to move higher by year end; some details are below. From the ashes of a -57% decline in 2008 / 2009, the current secular current bull market was born. In the first decade after that low, we experienced four declines of around -15%: 2010, 2011, 2016, 2019. Since then, volatility has expanded both to the upside and downside, with declines of -34% in 2020 and -25% in 2022, the former ending in record time (23 trading days) and the latter lasting most of the calendar year 2022, a much longer drawn-out affair. During 2Q of this year we experienced the seventh pullback during [...]
What matters most to you?
That’s where your story begins at LionsBridge Wealth Management. We create and implement wealth enhancing strategies based on your vision of happily ever after with plans that are as independent and unique as you are.
Our Mission
LionsBridge Wealth Management is focused on delivering every possible advantage to our clients, from protecting their families, limiting taxes, protecting capital to enjoying sustainable growth. Underpinning our approach is our core commitment to putting your interests first and helping you to succeed.
We strive to deliver unbiased and independent advice, while building client loyalty through trust, integrity and unsurpassed service.
The only measure of our success is Your Success!!
Experience
- A team with a unique background gained while working at some of the top financial institutions in the nation
- Over 100 years of combined experience working specifically with affluent individuals
- Experts in the construction of customized portfolios using traditional and alternative investments, trust, estate and financial planning
Expertise
Our Chief Investment Officer, Brad Ridinger, holds the highly respected Chartered Financial Analyst (CFA) designation.
We work well together and with a firm policy of a low client-to-advisor ratio, it allows for personalized service and better investment oversight
Trust & Integrity
With an intimate knowledge and thorough examination of the relevant aspects of your financial affairs, we will collaborate with you to achieve your long-term goals.
As strategists, we make it our business to understand our client’s – value system, life goals and financial life. We accomplish this through targeted, shorter-term objectives and personalized strategies to minimize risk and maximize wealth.