To get the full value of our services and resources, our clients typically have $5 million or more in investable assets. We support clients with significantly higher levels of assets, too.

We work with a wide variety of families and individuals. They’re united by a higher-than-average degree of complexity in their lives, which we help them streamline, and their desire to build a warm, personal working relationship with us.

While many of our clients are located in and around New York City, we also work with clients across the entire United States.

We’ll spend the time asking questions and getting to know you in a relaxed setting. Next, we’ll ask you to share statements and other financial data that will allow us to make a personalized wealth management recommendation to you and your family.

Your service team is led by seasoned senior advisors, who are supported by highly-trained associates. You’ll also get the full benefit of our operations group.

We receive compensation in one simple way, as a percentage of the fees we manage on your behalf. All of our services and support are covered by that fee.

Not at all. Our two firms just happen to both use the “Bridgewater” name.