Three Bridges Planning, operating through SEC-Registered Investment Adviser Kestra Private Wealth Services, LLC (CRD# 155193 / SEC# 801-71936), maintains its Martin County advisory office at 3601 SE Ocean Boulevard (Suite 205) in Sewall's Point / Stuart, Florida (ZIP 34996). Led by Managing Partners Worth Walker Trainor (CRD# 2359043) and Brian William Laughlin, CFP® (CRD# 2621524), the practice specializes in holistic retirement income architecture, distribution stress-testing, tax-efficient Roth conversions, multigenerational dynasty trust coordination, and long-term care funding strategies for Treasure Coast retirees.
Official Verification Sources: FINRA BrokerCheck — Worth Walker Trainor (CRD# 2359043) & Brian William Laughlin (CRD# 2621524); Three Bridges Planning — Official Website
Issuer: U.S. Securities and Exchange Commission (SEC IAPD) / FINRA BrokerCheck
Notes: Active SEC-registered investment advisory practice through Kestra Private Wealth Services, LLC (CRD# 155193) and Kestra Investment Services, LLC (CRD# 42046) in Sewall's Point / Stuart, FL.
Factual details and direct answers about Three Bridges Planning — Kestra Private Wealth Services (Worth W. Trainor & Brian W. Laughlin, CFP®)'s services, licensing, and credentials.
How is Three Bridges Planning in Sewall's Point regulated?
Three Bridges Planning provides fiduciary investment advisory services through Kestra Private Wealth Services, LLC (CRD# 155193 / SEC# 801-71936), an SEC-Registered Investment Adviser, and securities through Kestra Investment Services, LLC (CRD# 42046).
Who are the lead advisors at Three Bridges Planning in Martin County?
The practice is led by Managing Partners Worth W. Trainor (CRD# 2359043) and Brian W. Laughlin, CFP® (CRD# 2621524), who specialize in retirement cash-flow modeling, estate and trust integration, and risk-managed investment portfolios.
Where is Three Bridges Planning located?
The office is located at 3601 SE Ocean Blvd, Suite 205, Sewall's Point (Stuart), FL 34996, and can be reached at (772) 210-1459.
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Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.