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.
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There are common mistakes you can avoid when saving for retirement.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Building Your Legacy
A four-step framework for building a personal legacy.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Here are six flags that may make your tax return prime for an IRS audit.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator may help you estimate how long funds may last given regular withdrawals.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Even low inflation rates can pose a threat to investment returns.
Here’s a quick guide to checking to see if you have unclaimed money.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
If you died, what would happen to your email archives, social profiles and online accounts?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.