Experienced, objective experts. This is Bridgewater.
Bridgewater Wealth & Financial Management combines the sophisticated capabilities of a large institutional firm with the intimacy and insight of a personal advisor you’ve come to know and trust. Founded by Ron Rubin in 1996 as a boutique wealth management company, it quickly sought to earn an excellent reputation for integrity, service and reliability. Later merging with Ron's public accounting firm, Rubin, Kasnett & Associates, Bridgewater's services have now grown to include comprehensive financial management, investment consulting and tax advisory services.
A seasoned staff of certified public accountants, financial managers and investment professionals tends to each account, providing impeccable service and knowledgeable advice. Based in the Washington, D.C. area, we serve a core group of high-net-worth individuals, organizations and institutions across the U.S.
All for you.
We take a deep interest in every client. Our approach is simple and built on three core principles: unbiased advice, professional expertise and extraordinary service.
Unbiased Advice
We receive no commissions from fund or money managers. We are not a broker-dealer, nor do we sell any proprietary investment products. This allows us to offer objective advice and recommend only what we believe is in our clients’ best interests.
Professional Expertise
We make sure you have an expert working on every aspect of your finances. To significantly enhance overall performance and efficiency, our certified public accountants, investment professionals, and experienced financial managers personally and professionally administer each segment of your account.
Extraordinary Service
Dealing with something as sensitive as your money or the finances of your organization, it is critical that we are responsive and absolutely reliable. Our team is detail-oriented, hardworking, and always available to provide the thoughtful consultation and extra effort required to accomplish your objectives in a timely and accurate manner.
To give real service you must add something which cannot be bought or measured with money, and that is sincerity and integrity. - Douglas Adams