Bridgewater Advisory Group

Cultivating Joy Moments through Personalized Financial Planning

How We Help

Who We Serve

We’re honored to serve driven, hard-working people who value expert advice. They’ve reached a place in their life where they know they need to be strategic with their wealth so they can minimize risk and maximize opportunities. Many of them are preparing for or in retirement, and we help them cast a clear vision for their future so they can move forward with confidence. With our office in Crystal City, MO, we enjoy serving clients both locally and nationwide.

We help our clients:

  • Make wise, intentional decisions
  • Establish a clear timeline for when to retire
  • Manage investment risk
  • Reduce taxes in retirement
  • Spend their money with confidence and joy

How We Serve

Cultivating clarity, confidence, and Joy.

Life is meant to be lived, whether you are in your income-producing years or enjoying retirement. Through a structured, thoughtful planning process, we bring clarity to your financial picture and confidence in the decisions ahead. Our proactive tax planning expertise, backed by more than 40 years of hands-on experience, helps ensure your strategy is not only well-designed, but tax-aware at every stage. The result is a comprehensive plan aligned with what matters most to you, creating the confidence to move forward and the joy that comes from knowing your life and finances are working together.

Clarity & Confidence

You’ll always know where you stand, what’s possible, and the next steps to stay confidently on track. Life is too short to spend it worrying about money.

Joy Moments

We help you design and experience the connections, experiences, and purpose that make life meaningful. Because you didn’t just earn a retirement — you earned a joyful one.

Tax Planning Expertise

We integrate proactive, year-round tax strategy into every financial decision because no-one likes to leave Uncle Sam a tip.

Our Services

  • Retirement and Distribution
    (i.e., cashflow) Planning
  • Tax Planning
  • Investment Planning/Advice
  • Estate/Legacy Planning
  • Insurance Planning & Risk Management
  • Social Security Planning
  • Charitable Giving Strategies
  • Healthy Aging Framework

Thumbnail of the Spark Joy Workbook

Awaken Your Vision for What’s Possible

You deserve a life that feels purposeful, joyful, and aligned with what matters most. This workbook is designed to help you look beyond the day-to-day and reconnect with the deeper desires that shape your most meaningful goals. Share your information below to access your free fillable Spark Joy Workbook and start exploring what a fulfilled, intentional future could look like.

This field is for validation purposes and should be left unchanged.

Thumbnail of the Spark Joy Workbook

Awaken Your Vision for What’s Possible

You deserve a life that feels purposeful, joyful, and aligned with what matters most. This workbook is designed to help you look beyond the day-to-day and reconnect with the deeper desires that shape your most meaningful goals. Share your information below to access your free fillable Spark Joy Workbook and start exploring what a fulfilled, intentional future could look like.

This field is for validation purposes and should be left unchanged.