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.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
It's important to understand the pros and cons when considering a prepaid debit card.
At what point can you call a personal vehicle commercial?
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Here's a breakdown of how the federal government spends your tax money.
Healthy habits are one of the greatest gifts to give your child.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Assess whether you are running “in the black” or “in the red” each month.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much you have the potential to earn during your working years.
This calculator can help determine whether it makes sense to refinance your mortgage.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
What does your home really cost?
There are hundreds of ETFs available. Should you invest in them?
When do you need a will? The answer is easy: Right Now.
Here’s a crash course on saving for college.
All about how missing the best market days (or the worst!) might affect your portfolio.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.