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Bridgewater Wealth Management, LLC

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Bridgewater Wealth Management, LLC

Overview:

Investment Advisory, Financial Planning, Tax Advisory and Financial Management for Individuals and Businesses under one roof. Clients come to us for one or several. Each team is run by industry professionals who lead the best and brightest and coordinate across teams for your financial security, growth, and ease.

Boutique Personalized Service with Institutional Financial Capacities.

We offer high net worth and ultra-high net worth individuals, families and institutions cutting edge resources on par with large institutional firms along with unmatched personal service and attention.

Bridgewater’s investment advisory, financial planning, tax advisory and financial management teams are led by people who are dedicated to working across teams to provide seamless financial support and solutions. Every circumstance is unique, and we’re agile in our response, providing one to all of our service areas, with an array of basic to comprehensive offerings within each.

Based in the Washington, D.C. area, we serve a select group of high net worth and ultra-high net worth individuals, families and institutions across the U.S.

SERVICES:

INDIVIDUALS & FAMILIES
Investment Advisory
Financial Planning
Tax Advisory
Family Office

INSTITUTIONS & BUSINESSES
Investment Advisory
Tax Advisory
Outsourced CFO

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