Three Bridges Planning

08/27/2026

https://www.threebridgesplanning.com/blog/their-next-step-starts-withyour-good-questions

Help your student prepare for what's next. Practical back-to-college checklists, internship timelines, trade school options, and career tips for parents.

07/01/2026

Congratulations to Lanette Rosales and the team at Dill Dinkers of Satellite Beach on an incredible first year! We are honored to be part of Lanette’s small business journey and couldn’t be happier to see her hard work and vision turn into such a success. Cheers to many more years ahead!

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!