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.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Simple steps may help you foil hackers and protect your privacy.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
A change in your mindset during retirement may drive changes to your portfolio.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
This calculator can help you estimate how much you may need to save for retirement.
This questionnaire will help determine your tolerance for investment risk.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you should be saving for college.
Estimate your monthly and annual income from various IRA types.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
Around the country, attitudes about retirement are shifting.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Here is a quick history of the Federal Reserve and an overview of what it does.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Taking your Social Security benefits at the right time may help maximize your benefit.
Here are five facts about Social Security that might surprise you.