Why choose Bridgewater? Three good reasons.

Bridgewater is a unique firm that combines all the expertise and sophistication of a large institution with the insight, attentiveness and personal care of a small boutique. We have more than 75 affluent clients across the United States, and just as many reasons for working with us. But we can summarize what makes us different—and better—in three important ways:

 

1. Extraordinary service. We are always accessible, always attentive and absolutely reliable. Our suite of high-end personal services include our Personal CFO services, which provide you with the best financial resources available and save you time with concierge services designed to make your life easier.
2. Independent, objective, unbiased advice. Fund managers pay us no commissions. That means we’re free to select the investment vehicles that best suit the individual interests of our clients.

 

3. Results. We continually look for new opportunities to maximize our clients’ returns, above and beyond their standard asset allocations. We understand that everyone is different—their personalities, their families, their financial objectives. We get to know those differences on a deeply personal level, so we can tailor a wealth management and investment strategy that works best for each client. And with our sister company, Rubin Kasnett, we can provide the added value of tax planning and preparation that works hand-in-hand with our wealth management services.

Service. Advice. Results. That’s Bridgewater.