Trust. Transparency. Insight.

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.
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Individuals & Families

You won’t find one-size-fits-most solutions at Bridgewater. We craft plans and strategies that are as unique as the high net worth individuals and families we create them for. We know you by name and take the time to find out what makes you tick and what you most value. We’ve got your (financial) back.
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Institutions

We create customized basic to comprehensive plans and strategies, including one, two or all three of our teams: investment advisory, outsourced CFO and tax advisory. We partner with institutions of many sizes, from startups to midsized businesses to nonprofits. We handle the finances, leaving you to do what you do best.
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Our Team

Bridgewater is led by Partners Ron Rubin, Jessica Brede,
Stephen Schuler, Nina Mitchell and Wayne Zussman.
Meet the Team
Welcome
Your finances under one roof
Individuals + Families
Preserve, manage and grow 
Institutions
Scaled financial solutions
Our Team
World class and personal

Your finances under one roof

Financial Planning

A full suite of services to create a secure and exceptional financial future for you and your family. Integrated with tax and investment teams for holistic solutions.

Investment Advisory

A world class financial platform backed by integrity and a strong ethical compass. We offer the personal attention of a boutique with the capacity of an institutional firm.

Tax Advisory

Offering planning, preparation, advice and representation, we account for all tax requirements to maximize outcomes for your optimal financial health.

Outsourced CFO

Basic to comprehensive customized strategies for institutions and businesses of all sizes. From bookkeeping and accounting to outsourced CFO capabilities.

Family Office

From bookkeeping and accounting to comprehensive outsourced personal CFO services, we fill whatever gaps you have in your financial ecosystem.

RECOGNITION

The Bridgewater Blog

Valuable advice for the financially savvy (and those who want to be!)
July 6, 2016
Ron Rubin Talks Retirement Planning on WJLA's Good Morning Washington
Ron Rubin, CEO of Bridgewater Wealth, sat down with WJLA's Veronica Johnson to talk about retirement dos and don'ts

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