Founder | Individual Planning & Participant Education
Our Story
Personalized Planning, Time-Tested Experience
At MW Bridge Financial, we pride ourselves on being a boutique retirement planning firm that values relationships as much as results. Whether you're an individual preparing for retirement or a business managing a group plan, you’ll always talk to a decision-maker: no handoffs, no call centers.
There is no disconnect between sales and service. A business owner will answer the phone and attend every event:
Personalized investment reviews
On-site employee enrollment assistance
Group and individual education meetings
Vendor Search / RFP support
With over 20 years of collaboration, Matthew Washek and Eric Lazzari have cultivated complementary strengths. Matthew specializes in one-on-one financial planning, while Eric specializes in the complexities of corporate retirement plans and fiduciary oversight. Together, they’ve built a firm designed to serve individuals and organizations with clarity, trust, and strategy.
Meet the Team
Retirement Plan Consultant | Governance & Oversight
Administrative Assistant | Operations Manager
Our Process
Tailored Financial Strategies. Transparent Process. Experienced Advisors.
Understand Your Vision
We take the time to understand your financial goals, time horizon, and what matters most to you or your business.
Craft a Custom Plan
We build tailored solutions aligned with your unique lifestyle, retirement expectations, and risk tolerance.
Guide with Experience
With over 20 years in the retirement industry—and experience predating the 2006 Pension Protection Act—we help you make confident, fiduciary-aligned decisions.
Collaborate Seamlessly
While Matthew and Eric operate under separate DBAs, both are affiliated with Global Retirement Partners, enabling seamless service across individual and group retirement needs.
