General Business Services

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. Generated from the website

Bridgewater Wealth & Financial Management, now operating as The Colony Group, is a prominent financial advisory firm based in Bethesda, MD. With a team of skilled professionals including CFPs, CFA charterholders, CPAs, and attorneys, they provide personalized financial services to high net worth individuals and families, as well as institutions and businesses. The firm specializes in investment advisory, financial planning, tax advisory, and family office services, ensuring comprehensive financial solutions tailored to the unique needs of their clients. By combining industry expertise with a commitment to transparency and integrity, The Colony Group aims to empower clients in navigating the complexities of their financial futures. Generated from the website