Investment AdvisoryTax AdvisoryOutsourced CFO

Institutions & Businesses

Your partner in all things financial. You’ve got your clients’  and customers’ backs; we’ve got yours.

Investment Advisory

An innovative and comprehensive investment approach.

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Tax Advisory

World class institutional level service with boutique personal attention.

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Outsourced CFO

From basic bookkeeping & accounting to complete financial solutions.

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Customized financial solutions. 

Bridgewater Wealth and Financial Management has worked with institutions since our beginnings. We confidently navigate the complexities that accompany managing institutional wealth in alignment with mission, values and goals.

Our leaders and teams are at your service.

Bridgewater is unique in that we house investment advisory, tax advisory, and outsourced CFO teams within a boutique structure. Our world class vertical institutional capabilities combined with personalized service allows us to maximize outcomes while building long-term relationships. 

Institutions who become part of the Bridgewater Family get to know their account managers and point people well. We take high quality relationships, clear communication and integrity as sincerely as we do offering top of industry financial services. 

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


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.


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.


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.