Your financial manager. Your personal advisor. Your outsourced CFO.
Bridgewater Wealth & Financial Management is a high-touch service provider that works with you on a personal basis to take care of all your financial needs. In matters large or small, personal or professional, you can trust Bridgewater as your central resource for comprehensive money management.
Consider us your outsourced CFO, helping you administer all of your economic affairs. We can assist you with overall cash-flow management, budgeting and bill-paying services. We can coordinate all of your banking and lending relationships for greater fiscal efficiency. We can even organize items such as car leases, home mortgages and insurance coverage to make your financial life easier. And we can provide advice and consultation in matters that range from planning second careers and retirements, to analyzing new business opportunities.
Professional services. Personal care.
As a boutique firm catering to high-net-worth individuals, we combine the resources and sophistication of an institutional concern with the care, discretion and personal service of a small family office. Our staff of CPAs, investment professionals and money managers combines more than 100 years of collective experience, giving us 360 degrees of perspective. They provide a rich array of financial management services:
- Cash management and budgeting
- Monthly bookkeeping and bill paying
- Federal and state income tax preparation, including multi-state returns
- Monthly, quarterly and annual financial reports
- Retirement planning
- Estate and gift tax planning
- Personal financial planning
We review your overall financial performance consistently, adjust your plan when necessary, and report results to you in person on a regular basis. At Bridgewater, we are accountable to our clients, and we seek to earn their trust in everything we do.
A complete financial strategy.
We have the professional resources and capabilities to provide a total management solution. We can work very closely with your investment and tax professionals, or with ours, and coordinate an overall strategy for maximizing your financial efficiency and performance. Contact Bridgewater today and let us show you how we can help you achieve all your financial goals.
Financial Management Services Overview
Financial Management Services for Businesses & Institutions
To give real service you must add something which cannot be bought or measured with money, and that is sincerity and integrity. - Douglas Adams