Three Bridges Planning

As anticipation builds around potential IPOs like SpaceX, we break down what going public means for employees holding private company stock—and how to think about newfound wealth and liquidity. If you’re approaching this transition or expect it on the horizon, we’re here to help—our team brings experience guiding individuals and families through these pivotal moments with clarity and confidence.

When Your Company Stock Goes Public Learn how employees with company stock can prepare for an IPO or liquidity event with tax planning, diversification, and wealth preservation strategies.

Brendan and Brian had a great time recording this podcast with Scott Wilson and Rob Bartenstein- the two people directly responsible for them joining Kestra Private Wealth Services and forming Three Bridges Planning. For any advisors considering their next chapter, We highly recommend watching this conversation. And if you’d like to hear more about their experience firsthand, don’t hesitate to reach out—they would be happy to share their journey.

Why Independence Changes Everything for Financial Advisors Listen to how Three Bridges strengthened client relationships, enabled their technology adoption, and ultimately grw their practice through going independent with Kestra Private Wealth Services.