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Global wealth management.

Premium client service.

Independent advice.

Bainbridge Financial Services, founded in 2000, is an independent wealth management firm serving clients on a global basis. Our goal is to take advantage of market opportunities while also managing our clients’ exposure to investment risk. Our focus is on our clients’ liquidity needs, financial goals and their tolerance for risk.



Portfolio Management

With access to multiple institutional research platforms, our Independent Financial Advisors can help you to define investment strategies tailored to your goals, and then help you to make informed investment choices across every market and asset class.

Lending Solutions

With competitive interest rates and flexible borrowing terms, our lending programs have no required payment schedules or application fees.

Retirement Planning

Preparing for retirement is complicated. Whether you are far from retirement or already retired, our team can help you implement an investment strategy and plan to meet your financial goals.

Cash Management

Access banking services such as check-writing, a Visa debit card for purchases or ATM cash withdrawal, automated deposits and withdrawals as well as bill-pay,  all through a single investment account.

College Savings Plans

With the price of higher education on the rise, planning ahead for the costs of college has never been more important.

Trustee Services

Leveraging BNY Mellon Pershing’s open architecture platform, The Trust Network, our advisors can provide you access to a wide array of trust services, with a choice of trustees.

International Clients – Offshore Mutual Funds

For investors who reside outside of the US, we offer a comprehensive set of offshore mutual funds, ETFs and alternative products.

Multi-Currency Accounts

Clients can hold cash positions and securities in over 50 foreign currencies and can receive monthly account statements of assets expressed as a value in both US and in foreign currencies.


Research and Blog

Argus Research

International Research and Commentary

Global Markets Commentary

BNY Mellon

Economic Newsletter

LatAm ConsultUs

Monthly Market Report

LatAm ConsultUs

Macro Outlook

LatAm ConsultUs

Politics Newsletter

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Giving away shares of appreciated stock to save on taxes

Giving away shares of appreciated stock to save on taxes

Using shares of appreciated stock, instead of cash, when making a donation to charity or a gift to friends or family can help reduce taxes paid. (Please see important disclosures at the end of this post) First let us look at donating appreciated shares of stock to a...

MEGA Backdoor Roth IRA Strategy

MEGA Backdoor Roth IRA Strategy

The Mega Backdoor Roth IRA Strategy is a way for an individual to contribute large amounts of money into a Roth IRA by utilizing the “After Tax Contribution” bucket in their employer 401(k) plan. For most people, the maximum annual amount they can contribute to a Roth...

Backdoor Roth IRA Strategy

Backdoor Roth IRA Strategy

Backdoor Roth IRA Strategy:  High income earners are generally ineligible to contribute directly to Roth IRAs, but this IRS-approved strategy allows even those who have income above the limits to fund Roth accounts annually.  Basic steps include: Open a Traditional...


Our Firm

Our Mission

To provide comprehensive, tax-aware investment strategies in an independent, conflict free environment with the client’s goals as the only benchmark.


Contact Us


12510 Cutten Rd, Houston, TX 77066

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