Are you a Bridgewater Client?

We service a diverse and exclusive clientele of select institutions and wealthy individuals who seek a high level of personal service, insight, expertise, and above all else, honest, impartial and sound advice. Each client is unique and requires a customized strategy tailored to meet their needs. If this sounds like you or your organization, we want to share our time and knowledge with you. We welcome the opportunity to earn your business.

The Bridgewater Client: Individuals

We have more than 250 investment, tax advisory and financial management clients—wealthy individuals from all walks of life, including athletes, entertainers, writers, and entrepreneurs. Net worth ranges from $250,000 to $50 million, the majority of which being first-generation wealth. Many of these clients wish to maximize their portfolios and bequests while minimizing their tax liability. They want proactive solutions that simplify their financial lives without sacrificing their lifestyles.

The Bridgewater Client: Groups and Institutions

We offer comprehensive tax advisory and financial management services to a wide variety of businesses, including start-ups, entrepreneurial enterprises, small businesses, foundations, partnerships, non-profits and quasi-governmental entities. While each organization is different, they all require cost-effective bookkeeping and accounting solutions, which we provide as an Outsourced CFO.