bridgewater wealth & financial management

Founded in 2008, Bridgewater Wealth & Financial Management, LLC is a North Carolina-based registered investment adviser. The firm operates as a fiduciary, committed to placing clients' interests first. They offer personalized financial services including comprehensive financial planning, investment management, retirement planning, tax strategies, and estate planning, primarily catering to individuals, families, and high-net-worth clients seeking a holistic approach to managing their wealth.