Individuals & Families

Preserving, nurturing and growing what matters to you most.

Investment Advisory

Innovative& comprehensive investment strategies.

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Financial Planning

Mapping out your financial future. 

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Tax Advisory

Planning, preparation and representation.

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Family Office

Comprehensive financial management.

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Seamless financial integration.

We have the capacity to handle all of your financial needs under one roof. Our teams collaborate to ensure the financial health and security of our client family. We also welcome clients who already have a financial team in place, and are filling in the gaps in a given service area. We then coordinate our team with your existing one.

Not too big, not too small. Just right. 

We're big enough to handle most every complex scenario high net worth and ultra-high net worth individuals and families encounter, and small enough to know you by name, gain an in-depth understanding of your values and goals, and to pay attention to every detail of your financial universe.  

Fueled by relationship.

Individuals and families come to Bridgewater because their parents or grandparents are clients, friends or colleagues told them about us, or one of our industry partners has sent them our way. They continue to choose Bridgewater—many for almost two decades—because in addition to top-of-industry service, the warmth, enthusiasm and interest we demonstrate the first time you come in the door only deepens over time.

We look forward to having a conversation with you about how we can partner with you to create the financial results you want. Contact us today to set up a time.

What You’ll Find at Bridgewater

Trust

Every aspect of Bridgewater’s operations and culture are mindfully designed to build a foundation of trust. Simply put, aligning with your best interests is in our best interest in every case and in every way.

Transparency

Our dedication to transparency means that what you see is what you get. You have the level of access to people and information that fulfills the combination of involvement and ease you desire.

Insight

To protect and enhance your financial landscape, our leave-no-stone-unturned approach—combined with a diversity of perspectives and services— yields in-depth, comprehensive analysis and insight.