Chances are you’ve heard of us from a fellow employee. For around 20 years, our team has been helping lifelong Quaker Oats and Rockwell Collins employees design their retirement savings to help achieve steady income and manage all they’ve worked so hard for. Many of the employees we serve aren’t with us simply because of the company’s presence here in Cedar Rapids, but because of our strong focus on retirement planning.
Working with employees over time who have reached their peak retirement age has led to our strong understanding of retirement planning needs. You face many complex issues in managing your personal finances, including creating an income stream for retirement, diversifying your assets and how to best handle owning a large concentration of company stock. Our team specializes in providing consulting services on:
Bridgeway Wealth Management, LLC are independent from, and are not affiliated with nor endorsed, authorized, or sponsored by Quaker Oaks or Rockwell Collins.
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Bridgeway Wealth Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Bridgeway Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Bridgeway Wealth Management, LLC unless a client service agreement is in place.