Our services. Your priorities.

Bridgewater is driven by one overriding objective: to simplify the complexities of your financial life through sound investment advice and responsible wealth management. So, what do you want to accomplish? Whether it’s financing your child’s education, securing funds for a fulfilling retirement, or ensuring your cash flow meets your daily needs, Bridgewater’s comprehensive services take care of you now and in the future:

Net worth and cash flow analysis
Asset allocation
Income, gift and estate taxes
State residency matters
Risk management
Retirement planning
Investment manager due diligence
Business succession planning
Education planning

As our client, you have access to a range of personally and professionally provided services, from comprehensive financial and estate planning to a unique service we call Personal CFO.

Personal service means getting to know you - personally.

Wealth management is really many things, and it requires a holistic approach as well as a sensitive understanding of a client’s needs. At Bridgewater, that means we get to know you as a person, what drives you, and how you hope to reach your goals. This personal approach to wealth management is what differentiates Bridgewater from other firms, and it enables us to provide a high level of service.