Three Bridges Planning

06/10/2026

As anticipation builds around potential IPOs like SpaceX, we break down what going public means for employees holding private company stock—and how to think about newfound wealth and liquidity. If you’re approaching this transition or expect it on the horizon, we’re here to help—our team brings experience guiding individuals and families through these pivotal moments with clarity and confidence.

Learn how employees with company stock can prepare for an IPO or liquidity event with tax planning, diversification, and wealth preservation strategies.

04/29/2026

Brendan and Brian had a great time recording this podcast with Scott Wilson and Rob Bartenstein- the two people directly responsible for them joining Kestra Private Wealth Services and forming Three Bridges Planning. For any advisors considering their next chapter, We highly recommend watching this conversation. And if you’d like to hear more about their experience firsthand, don’t hesitate to reach out—they would be happy to share their journey.

Listen to how Three Bridges strengthened client relationships, enabled their technology adoption, and ultimately grw their practice through going independent with Kestra Private Wealth Services.

04/08/2026

Happy early Birthday (Saturday), Samantha! Have a fantastic week!

03/30/2026

Happy Birthday, Judy!

02/26/2026

Earlier this month, our advisors attended Kestra Financial’s Ascend Conference, an annual event that brings together firms across the Kestra community.

The conference provided valuable insights and planning strategies that will further strengthen our practice and enhance the service we provide to the families we serve.

We were also pleasantly surprised and honored to be recognized among the top growth firms for 2025.

2026 in Austin, Texas was a blast—already looking forward to 2027!

02/13/2026

Valentines Day lunch with a special group of ladies! Eau Gallie Yacht Club Brendan McCarthy Brian Laughlin Yepes

01/28/2026

Long-term planning isn’t always flashy, but it’s powerful. The decisions you make today can create comfort, flexibility, and peace of mind for years to come for you and for the people you care about most.

👉 Visit our website to learn more about how thoughtful planning today can support your future. https://www.threebridgesplanning.com/

01/23/2026

Andres had a milestone birthday this week; had a great time celebrating him at lunch today!

01/22/2026

📂 Tax season is coming, are you preparing proactively or reacting at the last minute?

A bit of organization today can save you time, reduce stress, and help avoid costly surprises down the road. January is the perfect time to gather your documents, review income sources, and plan strategically. Taking the time to plan now allows your taxes to align with your bigger financial goals.

Plan early. Stay flexible. And if you’d like help thinking through your tax strategy, give us a call, we’re happy to help! (321) 225-3154.

01/12/2026

Do you know which financial numbers could impact your taxes, retirement, and healthcare costs in 2026?

Each year, inflation and legislation change key thresholds for tax brackets, Social Security, Medicare, retirement contributions, and more. Understanding these updates now can help you avoid surprises and make smarter planning decisions.
We’ve broken down the most important 2026 financial numbers and explained why they matter - so you can plan with confidence.

👉 Read the full blog to see what’s changing and how it could affect your financial plan. https://www.threebridgesplanning.com/blog/2026-important-financial-numbers-what-to-know-and-why-it-matters