Philosophy is the systematic study of ideas, a reasoned pursuit of fundamental truths and a quest for a comprehensive understanding.
ULIMITED SOLUTIONS
Can Strategy truly be effective without unbiased and unlimited solutions?
REWRITE THE PLAYBOOK
Has most wealth been created by following other people’s playbook, or did the wealth creator solve a problem by thinking creatively and expansively?
BREAK OUT OF THE BOX
Is it possible that traditional advisory solutions are limited by their firm’s approved and mandated models?
INDUSTRY AGNOSTIC
Have you found traditional advisory solutions to be focused on their specific industry knowledge?
CUT THE RED TAPE
Would it make sense that the best Strategy does not limit the solution set but explores all possible options to find what is possible?
INTEGRATION
Is managing the complexities of multi-disciplined advisors a barrier to solution optimization?
Our team works closely with you to understand your strategic goals and current financial and tax situation, helping you to explore.
In the Understanding process, a strategic path and options begin to form. Our collaborative team works with you to model different strategies and possible outcomes.
Upon an option decision, Bridgepoint Advisory, if necessary and appropriate, guides the process for the client, collaborating with strategic partners and key client advisors to ensure a seamless process and successful project implementation.
Real guidance is about transforming limitations into possibilities.
Steve Alms is the founder of Bridgepoint Advisory LLC, an international advisory and consulting practice that works with business owners, high-net worth individuals, and family offices to develop strategic plans and optimize planning solutions. Steve has over 30 years of experience helping clients develop tax, balance sheet improvement, and generational initiatives aligned with the client’s individual goals, working through an open and collaborative model that allows the firm to engage with the appropriate firm or expert to solve each mandate. A resident of the DC/Baltimore area for 60 years until 2024, when he moved to Puerto Rico with his wife and their constant companion, Brynn, a 13-year-old rescue dog. He is proud to have seven children who are fulfilling their individual dreams and living all across the United States. He received his undergraduate, law, and MBA degrees from the University of Baltimore. He is active in charitable endeavors both in the United States and Puerto Rico and enjoys riding his mountain bike, skiing, and now learning to surf.
Andy Smith is the co-founder of Bridgepoint Advisory and specializes in structured finance and advanced planning solutions, including business succession, estate and financial analysis, and the design of tailored retirement and pension plans. Through his strategic partnerships, Andy also offers premium financed life insurance solutions, enabling clients to efficiently fund large insurance policies that enhance estate liquidity, preserve wealth, and support long-term legacy goals — all while maintaining personal cash flow flexibility.
With a background managing a wealth advisory practice, Andy brings years of experience and a deep understanding of how to align sophisticated financial strategies with his clients’ broader business and personal objectives.
Andy earned his Bachelor of Science in Finance from the University of Baltimore.
Outside of work, Andy enjoys spending time with his wife and three children. He’s passionate about nutrition, fitness, and living a healthy lifestyle, and you’ll often find him running, cycling, or weight training when he’s not traveling or catching a great film.
Peter oversees project management and client servicing at Bridgepoint Advisory. His experience in managing large-scale multi-year international strategic projects and helping clients such as Philip Morris International, Porsche, Yankee Candle, L’Oreal, and Lindt allowed him to develop the skills necessary to manage large-scale projects for Bridgepoint Advisory clients. At Bridgepoint Advisory, Peter enjoys serving as a key point of contact for clients and managing projects from initiation through implementation. Peter has a Bachelor of Arts Degree in International Relations and Political Economy from Brown University. In college, Peter was a decathlete competing with the Brown University track and field team. An avid equestrian, he enjoys spending time developing his team of young horses and actively competing in the sport of showjumping.
