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.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Don’t overlook the need for renter’s insurance if you rent your home.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Here are some simple and inexpensive energy-saving tips that may help you save money.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Gaining a better understanding of municipal bonds makes more sense than ever.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps estimate your federal estate tax liability.
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.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
A presentation about managing money: using it, saving it, and even getting credit.
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
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Here is a quick history of the Federal Reserve and an overview of what it does.
The market is as unpredictable as the weather. We’d love to help you prepare.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Here are five facts about Social Security that might surprise you.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.