Trust. Transparency. Insight.

Investment Advisory, Financial Planning, Tax Advisory and Financial Management for Individuals and Businesses under one roof.

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Get to know us in this (short) video

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.

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Your finances under one roof

Financial Planning

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

Investment Advisory

Our extensive financial platform is 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.