Empowering you to fully engage in what matters most
Get ready for more joy moments.
What if you had a clear vision for your financial future? What if you knew exactly what it would take to accomplish your goals, and you had confidence that you were prepared for your ideal life?
You would have peace. Assurance. Freedom to be fully engaged and present in what matters most to you.
That is where joy begins.
Your Journey to Joy
At Bridgewater, we exist to cultivate Joy Moments. We create personalized financial plans that give you clarity about your present situation and show you a clear path to the life you want. We walk side by side with you on your journey to Joy, helping you establish financial security and purpose so you can focus on the most meaningful things in your life.
Equipped
Our firm was founded in 1993, and we bring a wealth of experience to the table. We’ve helped guide families through every stage of their financial lives, and our goal is to lead you to Joy – no matter where you are starting from.
Collaborative
Your needs, values, and desires drive everything we do. We ask important questions, listen attentively, and get to know you personally so we can provide meaningful guidance and support for your entire financial journey.
Proactive
We continually assess your goals, monitor your progress, and recommend adjustments to your financial plan as needed—so you can always have clarity and confidence about where you are, where you’re going, and your next steps.
Meet Our Advisors
“It doesn’t do any good to live your whole life, make money, and not be happy.” – Terrence Bridgewater
