Individual Services

Wealth Management

Wealth management is an investment advisory service that combines other financial services to address the needs of affluent clients. This service is usually appropriate for wealthy individuals with a broad array of diverse needs.

Related services

Personal Financial Planning

There is no ‘one size fits all solution for financial planning – our service is personal to you. You may need one-off advice on a …
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Retirement Planning

Your goal, simply stated, is to build up enough assets to provide adequate income to meet your needs through retirement. Whether you’re …
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Estate Planning

At Bridgewater Business Advisory, our wealth managers collaborate with a team of in-house attorneys who draft custom trust and estate …
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Elder Care

Our financial planning for elder care includes plans to pay for the potential cost of care, as well as the legal documents to help manage …
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