Bridgewater Financial Management LLC
Bridgewater Wealth Financial Management, now operating as The Colony Group, specializes in providing comprehensive financial services to individuals, families, and institutions. With a team of experienced professionals including CFPs, CFA charterholders, and CPAs, the firm is recognized for its tailored approach in navigating the complexities of financial planning, investment advisory, and tax strategies.
The Colony Group focuses on creating customized financial solutions that cater to the unique needs of high net worth clients and organizations. By combining personal attention with the capabilities of a large institutional firm, they aim to enhance their clients' financial health and empower them to achieve their financial goals.
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