What We Do

YOUR GOALS ARE UNIQUE.

YOUR PLAN SHOULD BE, TOO.

At Bridgewater Partners, we believe in the power of personal connections when it comes to your financial well-being. Our experienced industry professionals are committed to getting to know you on a deeper level, understanding your unique goals, aspirations, and concerns. We go beyond the numbers, taking the time to listen, empathize, and craft tailored financial solutions that align with your individual needs. Whether you’re planning for retirement, growing your wealth, or safeguarding your family’s future, we are here to guide you every step of the way. With a deep understanding of the ever-evolving financial landscape, we combine our experience with a personalized approach, ensuring that you receive the highest level of service and the most effective solutions. With Bridgewater Partners, you’re not just a client – you’re a valued partner on the journey to your financial success. Let us bring our personalized approach to help you achieve your financial goals and dreams.

HOW BRIDGEWATER PARTNERS CAN WORK WITH YOU

Financial Planning

Characteristics

  • Objective, non-product specific advice
  • Net Worth and Cash Flow
  • Investment Planning & Allocation
  • Risk Management
  • Retirement Planning
  • Income Tax Planning Strategies
  • Estate Planning Strategies
  • Budget planning
  • Long term cash flow analysis

Frequency
Meet as necessary to ensure understanding of your personalized plan

Cost
Scaled pricing based on complexity of individual plan

Wealth Management

Characteristics:

  • Asset Allocation and Rebalancing
  • Innovative Risk Management
  • Tax Planning Strategies
  • Impact Savings

Frequency:
Quarterly or Annual reviews relevant to platform chosen and client preference.

Cost:
Fees based on platform chosen and account size.

Risk Management

Characteristics:

  • Analyze existing coverage
  • Identifying gaps in coverage
  • Education on insurance choices and needs

Frequency:
Policy reviews as needed.

Call us today to get started

Our conversation may focus on these financial topics:

Asset Protection

  • Life Insurance
  • Disability Income Insurance*
  • Long-Term Care Insurance*

Investment and Retirement Planning

  • Annuities
  • IRAs, Roth IRAs, SEP IRAs
  • Mutual Funds
  • Managed Money Accounts
  • 529 Plans

Business Planning

  • Business Continuation Funding
  • Executive Compensation Funding
  • Key Person Insurance
  • Non-Qualified Deferred Compensation
  • Group Benefits

Risk Management

  • Homeowner’s Insurance*
  • Auto Insurance*
  • Personal Liability Insurance
  • Renter’s Insurance
  • Watercraft Insurance
  • Motorcycle Insurance

*Availability varies by carrier and state.

Connect with Us Today