Boutique Personalized Service with Institutional Financial Capacities.
We offer high net worth and ultra-high net worth individuals, families and institutions integrated resources on par with large institutional firms along with the personal service and attention you deserve.
Bridgewater’s investment advisory, financial planning, tax advisory and financial management teams are led by people who are dedicated to working across teams to provide seamless financial support and solutions. Every circumstance is unique, and we’re agile in our response, providing one to all of our service areas, with an array of basic to comprehensive offerings within each.
Based in the Washington, D.C. area, we serve a select group of high net worth and ultra-high net worth individuals, families and institutions across the U.S.