Call Today: (423) 486-1414
Financial Planning for a Bright Future with
Blue Bridge Wealth
I’m driven by my faith, family and the knowledge that I can help someone new each day and still take good care of my long-term clients who trust me to help watch over their financial and retirement futures.” ~ Shawn Rogers
In 2019, Shawn Rogers decided to take a different path in his professional life. With the blessing of his wife, he took a leap of faith and started his own financial services practice. He believed that if he could help make other companies successful, why not apply his know-how and determination to succeed as an entrepreneur and offer clients the quality attention they deserve? After assessing the risks, making sacrifices and taking on some late-night worries, he dove into business knowing that his hard work and genuine care would prevail. With that decision, Blue Bridge Wealth was born.
Blue Bridge Wealth is a boutique-sized firm offering personalized attention to clients who are ready to be proactive about protecting their financial and retirement futures. With a focus on knowledge-sharing, Shawn loves to work with clients and inspire them to have their own “ah-ha moments” so they can see how planning today can pay off in the future. He regularly holds seminars and webinars to share his knowledge so that people can begin the process of helping themselves with his guidance.
Shawn strives to provide honest, genuine and caring expertise during each client interaction. He applies his corporate America experience and real-world financial know-how to offer customized strategies. He has an excellent grasp of what works, what doesn’t and how to identify pitfalls. His extensive 20-year corporate and commercial banking background sets him apart from other advisors and offers clients added insight into the world of finance.
He earned a bachelor’s degree in Business Administration from Middle Tennessee University, a master’s degree in business administration from the University of Tennessee at Chattanooga, and a graduate degree in banking from LSU Banking School.
On the home front, he is married to Shanna, and they have two adult daughters, Denver and Emoree. When he’s not working, Shawn enjoys archery, hunting, fishing, golf, boating, riding horses, volunteering at church, and watching his daughters and nephews excel in school, sports and life!
We partner with a handful of carefully vetted professionals and vendors who offer services that are complementary to ours, such as:
*(Company/Agent) does not provide legal advice and cannot draft legal documents. We work with experienced CPA’s, tax planners and estate planning attorneys who develop the legal documents that express a client’s estate planning intentions. We are pleased to work with a client’s current estate planning attorney, CPA®, and other advisers.
Interested in learning more about how we can help navigate the journey toward your retirement goals? Contact us to schedule a complimentary, no-obligation consultation.
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Address:
Blue Bridge Wealth
620 Cherokee Blvd
Suite 208
Chattanooga, TN 37405
Phone:
Office: (423) 486-1414
Cell: (423) 595-7549
Investment advisory services offered through Retirement Wealth Advisors, LLC (RWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. RWA and Blue Bridge Wealth are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.
The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.
Shawn Rogers and Blue Bridge Wealth are not affiliated with or endorsed by the Social Security Administration or any other government agency.
Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only.
Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.