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.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Here are six flags that may make your tax return prime for an IRS audit.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
A change in your mindset during retirement may drive changes to your portfolio.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator will help determine whether you should invest funds or pay down debt.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
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.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
What is your plan for health care during retirement?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Taking your Social Security benefits at the right time may help maximize your benefit.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Here’s a quick guide to checking to see if you have unclaimed money.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.