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Stories of Independence: Gaining Freedom

Member for

11 months 3 weeks
Schwab ID
A063545
Submitted by Marc.Jones on Wed, 07/25/2018 - 14:45

After going independent, advisor Brett Sharkey of Three Bridge Wealth Advisors has more freedom in how he spends his time.

Read transcript: "Stories of Independence: Gaining Freedom."

[GRAPHIC] Stories of Independence

[GRAPHIC] How Brett Sharkey of Three Bridge Wealth Advisors has more time to focus on what matters most

One of the true benefits of being an independent advisor and a firm owner is how you use your time. And our time now is much more deliberate than it was. You have the luxury of being able to design your own schedule and really be free from anyone else telling you what to do. We can spend the time on our business and create a practice that is exceptional. We can spend the time with our clients to make sure that we are doing everything that they need us to do, and hopefully, a little bit more. At the same time, it gives us the ability to be deliberate and have meaningful experiences & meaningful time with our families. We’re not spending any time with anything that we deem is a waste. When you have the freedom and flexibility to dictate your day – that’s independence.

[GRAPHIC – DISCLOSURES]

Information included during this video is intended to be an overview and is subject to change. Experiences expressed by advisors may not be representative of the experience of other advisors and are not a guarantee of future success. Three Bridge Wealth Advisors is not owned by or affiliated with Schwab, and its personnel are not employees or agents of Schwab. This video is not a referral to, endorsement or recommendation of, or testimonial for the advisor with respect to its investment advisory or other services. Schwab does not supervise third-party firms and takes no responsibility to monitor the services they provide to you. Experiences expressed are no guarantee of future performance or success and may not be representative of your experience. Schwab does not provide legal, regulatory or compliance advice. Consult professionals in these fields to address your specific circumstance. Schwab Advisor ServicesTM serves independent investment advisors and includes the custody, trading, and support services of Schwab. Independent investment advisors are not owned by, affiliated with or supervised by Schwab.

©2018 Charles Schwab & Co., Inc. (“Schwab”). All rights reserved. Member SIPC. (0618-8VYT)

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