WealthChoice - Coronado, California

Loretta Rhea

I have experienced excellent financial planning assistance with the staff at Wealth Choice. The customer service is outstanding. The experience and advise of Bridget Grimes has exceeded my expectations. She has guided and educated me so I can understand my situation which allows me to make the right decisions to improve my future financial position. I feel confident with the support I get from Wealth Choice.

Catherine Morrison

I have benefitted so much by having WealthChoice working with me to attain my financial goals. Bridget Grimes and her team provide me with financial advice that is tailored to my individual situation and to my life. Over the years, Bridget has assisted me as my career has grown, always looking to my future goals to help me get there. She has even worked with my children to teach them financial literacy as they move forward in their professions. Thank you for all that you do!

Karen D

I cannot express enough gratitude for the work Bridget and team have put in to ensure my financial stability and growth for the future.

As a busy executive, I had an undiversified portfolio, with much riding on company equity, when I started working with WealthChoice. I felt financially secure, but I didn't have a plan.

Bridget assessed my portfolio and long-term goals and quickly put me, and subsequently my family, on a much more diverse and secure path. Her approach started with understanding and meeting my personal risk and growth expectations. She aligns with, and balances, my goals to fund my current lifestyle, retirement as well as college for my children, and she closed the gaps on protection for my family in event of the unexpected. She is data-backed and keeps me on track.

After we started working together, I received the biggest tax bill of my life. Instead of panicking, she had already put me on a path to set aside enough to cover the taxes, and just a tiny bit more - I felt like I came out ahead. I could not thank Bridget enough - I was certain this would be the best feeling of financial surprise in our relationship working together.

And then, I received news I was part of a 10% employment cut. Incredibly, I felt a sense of calm, and even relief. To be in a position where I could pause and consider the best possible future options without immediately fearing for my family's financial security, is unfathomable. So this is the new highlight.

Bridget, if you're reading this, there are not enough words to thank you and your team.

Rose Thiessen

Bridget is the best! She’s helped me through many changes over the past decade, including retirement, with customized advice tailored to my situation. Thanks to Bridget, I’m meeting my financial goals and enjoying the next chapter of my life.

Debra Baker

I've had the privilege of working with Bridget for a number of years and she has always exceeded expectations. Her holistic approach to thinking about your finances and helping you craft a plan to achieve your goals -- and helping you stay on track! -- distinguishes her from other advisors. I highly recommend.

Wole Coker

WealthChoice has been our financial management advisor for about a decade and my wife and I are so appreciative of the planning and guidance we receive. Bridget is an expert in the field, she and her staff are so personable and responsive we recommend them highly!

Becca Morrison

I highly recommend WealthChoice for financial planning! Starting my professional career, they've been amazing at helping me understand and manage my finances. Their personalized advice has boosted my financial literacy and confidence in planning for the future. Big thanks to Bridget and the WealthChoice team!

Susan Heemstra

Bridget and her WealthChoice tema have been extremely helpful with my business and personal strategy planning for my future. Thank you!