We offer high net worth individuals, families and institutions cutting edge resources on par with large institutional firms along with unmatched personal service and attention.

BridgewaterÍs investment advisory, financial planning, tax advisory and financial management teams are led by top industry experts who are dedicated to working across teams to provide seamless financial support and solutions. Every circumstance is unique, and weÍre agile in our response, providing one to all of our service areas, with an array of basic to comprehensive offerings within each.

Based in the Washington, D.C. area, we serve a select group of high-net-worth individuals, families and institutions across the U.S.

Recognition:

Washingtonian Top Fee-Only Financial Advisor: https://www.bridgewaterwealth.com/blog/bridgewater-wealth-named-a-top-financial-adviser-by-washingtonian

Financial Times 300 Top Financial Advisor: https://www.bridgewaterwealth.com/blog/bridgewater-wealth-named-as-a-2016-financial-times-300-top-advisor

Top Washington, D.C. Financial Advisory Firm - Financial Advisor magazine: https://www.bridgewaterwealth.com/blog/bridgewater-wealth-named-a-top-financial-advisor