Your outsourced CFO.
Bridgewater Wealth & Financial Management makes life easier for individuals, families and institutions by helping them successfully manage all of their financial affairs. We provide a turnkey solution as your outsourced CFO, designing and administering policies and procedures that support your fiscal decision-making. Our team is always accessible, reliable and responsive. And with over 100 years of collective experience to draw from on staff, you can always count on Bridgewater for detailed, personalized, comprehensive service.
Everything adds up at Bridgewater.
As CPAs, investment professionals and tax experts, we have a unique perspective on finances and the importance of managing them skillfully. We offer a full compliment of services that leverage our decades of experience in business and personal fiduciary management:
- General accounting, payroll and bookkeeping
- Bill paying and cash management
- Financial statements and projections
- Cash flow and budgeting analysis
For more details on the services we provide, please visit our financial management pages for Individuals and for Groups and Institutions
Trust Bridgewater with all of your finances.
Our financial management professionals work hand-in-hand with our tax and investment experts to create a custom plan for you or your organization. Our mission is to help our clients accomplish all of their immediate and long-term financial goals. Contact us soon to find out how we can do that for you.
Financial Management Services for Individuals
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