Plan your wealth
What it means
We call this Wealth Intentions Planning. It involves getting clear and intentional in what you envision in your future, how you organize your affairs to realize that future, and implementing with confidence in order to get there.
Seeing. Planning. Doing.
BridgeWater’s tools and processes that help you
the integrated planning solution
builds a complete sense of your financial position, opportunities and potential risks.
more about this »the wealth intentions program
develops a deeper, more experiential sense of your family wealth philosophy, often with refreshing new insights and conclusions.
more about this »the masters planning program
combines the methodology of the Integrated Planning Solution with a thorough investment search for families desiring access to private money managers.
more about this »risk management planning
manages your impact of income loss due to illness, injury or cash flow changes. An Estate Planning Review assesses your insurance and estate planning opportunities.
more about this »