There are many theories about why women don’t take charge of their finances: lack of confidence, lack of interest, lack of time. While there may be some truth in all of these, we believe the most important reason is that not enough women have been leading the conversation.
We have the power, know-how, wisdom, expertise and resourcefulness to change that now.
Join us as we begin a different kind of conversation. A conversation that is is more engaging, less intimidating and more meaningful. A conversation that directly connects women with other women who know how to build wealth and are passionate about sharing their expertise so that all women gain the confidence to be stewards of their own and their families’ wealth.
Rarely do you find a team of professional women with the breadth and depth of financial knowledge and expertise in one firm.
We are wealth advisors, financial planners, investment advisors, CPAs, tax planners, divorce specialists and financial managers that serve as outsourced CFOs for companies and foundations.
That’s why we believe we are uniquely qualified to lead the conversation and spearhead the transformation when it comes to women and their wealth.
First and foremost, we are women who share a passion to help other women achieve their financial goals. We hope our stories will inspire a deeper connection with you.
When women are empowered with financial knowledge, they are more confident stewards of their money and wealth.
You have questions and concerns like, “Will I outlive my money?” “Am I invested wisely?” “How should I save for my kids’ college?” “Do I need long-term care insurance?”
We have the answers. We also have more questions. Questions that most people don't even think to ask.
HER WEALTH articles, guides and resources were developed keeping this in mind. You shouldn’t have to be the expert to get the advice and guidance you need. We keep our materials approachable and simple, but not simplistic. We honor your time, and respect your intelligence.
We're here to support you with more in-depth or customized solutions at every step along the way.
Intelligent, savvy and dynamic women are part of our Her Wealth community as clients, collaborators, champions and fans. Bridgewater clients and guests enjoy exclusive events where they can engage with other women and learn about ‘all things financial’ in a fun and relaxed environment.View Photos
It’s not enough to change the financial conversation. We want to change the financial industry.
Each year, Her Wealth will award a $2,500 merit-based scholarship to an eligible undergraduate woman entering her junior or senior year and studying to become a Certified Financial Planner (CFP®), Certified Financial Analyst (CFA) or Certified Public Accountant (CPA).
We invest in the future of young women. This is one investment that will always appreciate in value.