At Bridgewater, we’re passionate about helping people rethink retirement and see their financial journey from a new perspective. Life is meant to be lived—no matter if you’re in your income producing years or are enjoying retirement. We’ll help you gain understanding of your financial world, bring clarity to your goals, and align your values with your path forward. Together, we’ll develop a comprehensive financial plan and address key areas such as:


We help develop a thoughtful and measured investment strategy that is built to support your vision for the future. We utilize a variety of strategies and tools that include:

  • Common Stock
  • Bonds
  • Treasury Bills
  • Treasury Notes
  • ETFs
  • Mutual Funds
  • Traditional IRA
  • Roth IRA
  • Brokerage Accounts
  • Variable Annuity Contracts

Financial Planning

Our Dream. Design. Live! Planning process is structured to help us uncover the vision you have for your future and put strategies in place that help you live in alignment with that vision. Here are some of the considerations we work through in that process:

  • Retirement Plans
  • Social Security Planning
  • Pension/Profit Sharing Plans
  • Business Ownership Succession
  • College Savings Plans
  • 401(k) Planning
  • Estate Plans
  • Employee Benefits


A plan is only as good as how well it’s protected, and we always take into consideration how we can manage that risk. One of the ways we do that can be through insurance, and some of the common types we consider include:

  • Life Insurance
  • Long-Term-Care Insurance
  • Disability Income Insurance
  • Group Health Insurance Plans
  • Annuity Contracts

Tax and Accounting

Through our sister company, Bridgewater & Associates LLC, we offer tax and accounting services to our clients. Some of the ways we engage include:

  • Accounting and Auditing
  • Tax Services & Planning
  • Corporations, Partnerships, and Individuals
  • Business Consulting & Small Business Services