About Bridgewater

About Us
Our Clients

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.

What You’ll Find at Bridgewater


Every aspect of Bridgewater’s operations and culture are mindfully designed to build a foundation of trust. Simply put, aligning with your best interests is in our best interest.


Our dedication to transparency means that what you see is what you get. You have the level of access to people and information that fulfills the combination of involvement and ease you desire.


With us, you have a deep financial bench, offering you a diversity of perspectives and services that yields in-depth, comprehensive analysis and insight.

Our Clients

As diverse and unique as we are

The Bridgewater client family is comprised of legacy multi-generational families, individuals and institutions who have been with us for decades, clients brought on by recently joined partners, and the many new clients who join us each year. We create customized strategies and plans based on the unique needs and goals of each client. Cookie cutter isn’t in our vocabulary. 

If you’re interested in finding how we might serve your unique financial needs, let’s set up a time to talk. 
We welcome the opportunity to earn your trust.

Individuals & Families

We have more than 250 Family Office, Financial Planning, Investment Advisory and Tax Advisory clients—wealthy individuals and families from all walks of life—including athletes, entertainers, writers and entrepreneurs, corporate executives and other professionals, attorneys and real estate professionals. Learn more about individual and family services.

Businesses & Insitutions

We offer basic to comprehensive Outsourced CFO, Investment Advisory and Tax Advisory services to a wide variety of businesses, including start-ups, entrepreneurial enterprises, small businesses, foundations, partnerships, real estate professionals, athletes, non-profits and quasi-governmental entities. Learn more about business or institutional services.