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Woodbridge Wealth is committed to helping high-net-worth individuals, families & financial advisors achieve peace of mind in today's uncertain economy. We help clients achieve strong returns with lower-risk financial products that are not burdened by long-term commitments. Our financial tools & services are collateralized by commercial real estate mortgages. Our partners earn meaningful, measurable returns for their portfolios by leveraging our financial tools into tangible assets. What Tools and Services Do We Provide? First Position Commercial Mortgages (FPCM) are short-term loans backed by commercial real estate that deliver 5% annual returns. Woodbridge Wealth ensures our clients have the first lien position as a security on their funds, and returns the principal in full to our clients at the end of their one-year term. The Commercial Bridge Loan Fund (CBLF) is a flexible lending opportunity for accredited investors for one to five years. Clients earn meaningful returns of up to 7% annually over five years. To learn more about the benefits of a commercial bridge loan, read our description here. Second Market Annuities (SMA) are an alternative annuity income stream with fixed returns of 4% to 7%. These fixed annuities fund a variety of obligations backed by A-rated insurance companies, including lotteries, personal injury settlements and investments. SMAs can deliver dependable secondary income for individuals now and well into the future.
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Making Your Future a Success! We have years of experience helping clients prepare for the unknown while meeting their financial goals. Ask us about credit repair, personal credit, business credit, and financial planning. We will help you improve your credit and reach financial stability.
Focused on building wealth for owners of alarm, electronic security, fire alarm and fire protection companies since 1985.
Belinkoff and Simon, certified public accountant and consultants is a local accounting firm providing accounting, consulting, tax planning, compliance and preparation for small and medium sized business and high net worth individuals. We provide these services to many health care professionals.
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