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Tim Kunkel and Corey Heimensen began their working relationship back in 2003. Through the years they have combined their working efforts behind the scenes to streamline portfolio creation for clients and to mentor and educate new advisors in their network. Their Wealthbridge Partners group serves thousands of clients from across the country with personalized strategies. By having financial offices in various cities it also provides a level of convenience for clients to work with their advisors in a personal fashion. Tim and Corey felt it was important to create a network that would give clients the clarity and continuity of a large, national firm while keeping client service friendly, timely and professional.

Quite simply, we pride ourselves on “doing what we say we will do”, and we strive to make life easier for our clients.

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

Our Goals are Your Goals

Our Goals are Your Goals

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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Where Do You Want Your Financial Roadmap to Take You?

Where Do You Want Your Financial Roadmap to Take You?

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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