The services you want. The advice you’re looking for.

At Bridgewater Wealth & Financial Management, you have access to an amazingly comprehensive range of personal and professional investment services. Since we are an independently Registered Investment Advisor receiving no commissions from fund or money managers, we are free to give you unbiased advice. We recommend only what we believe is in your best interest, and no one else’s.

The best of all possible worlds.

We use a “Best of Strategies” approach to investment selection and implementation. We are continually looking at new ways of maximizing your returns and decreasing your risks. We do not advise on individual stocks—we’re not stock pickers. Instead, we build you a diversified portfolio based on intelligent asset allocation, and offer a complete line of investment services:

• Long-term planning based on your objectives
• Net worth and cash flow analysis
• Strategic asset allocation
• Investment manager due diligence
• Comprehensive portfolio performance reporting
• Tax assessment and advice regarding income, gifts, estate, and state residency status
• Risk management
• Personal foundation and charitable gifting

We also give you access to select money and fund managers, and have access to preferred fees and reduced minimums. At Bridgewater, we seek to provide excellent service at attractive rates—the best of all possible worlds.

Investment Advisory Overview
Investment Advisory Philosophy & Approach