Our work begins and ends with you – and your vision for a financially secure future. Like a journey which has many contours and obstacles along the way, our focus is to guide our clients along their unique financial path.
We start by working closely with you to learn about your financial goals, needs and values – so we can help you map your own particular path to the financial future you envision.
What’s more, we know it’s hard to keep moving forward, so we stay with you every step of the way. We help you track your progress and navigate any unexpected twists and turns.
We’re Bridgewater Asset Management, a financial advisory firm founded to serve individuals, small businesses and not-for-profits. We limit our list of clients so we can focus on providing each one with personalized advice – the same sound advice we’d give to a member of our own family.
Please review our site and get to know us better. Then, let’s talk and see if we’re a good fit for you – and you for us. We hope you’ll decide to join our select group of clients, and begin on your path to a financially secure future.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Six overlooked tax deductions to help manage your tax bill.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
When to start? Should I continue to work? How can I maximize my benefit?
There are things about Social Security that might surprise you.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator demonstrates the power of compound interest.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to assess the potential benefits of a home mortgage deduction.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
What is your plan for health care during retirement?
Taking your Social Security benefits at the right time may help maximize your benefit.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Smart investors take the time to separate emotion from fact.
Pundits say a lot of things about the markets. Let's see if you can keep up.