Focus Partner Firms are transforming the landscape of wealth management.
Focus Financial Partners is at the forefront of a growing movement towards transparency and independence that’s sweeping the wealth management industry. Our partners are carefully selected based on the highest standards of excellence. Together they form a powerful network that supports collaborative relationships and the sharing of resources and best practices. Find out how the Focus partnership can help grow and invigorate your business.
Bridgewater Wealth & Financial Management, Bethesda, MD
Focus Partner since December 2009
“As a Focus partner, we’ve been able to create active referral relationships with fellow partner firms to better serve our clients. Now our clients have access to the institutional expertise of fellow Focus partner LVW Advisors. And it’s enabled our team to share our deep experience in financial planning and in-house tax services with our partners’ clients. By sharing expertise across the partnership, we’ve been able to grow our firm, while serving our clients more effectively.” — Ron Rubin, Principal and Founding Partner
A boutique firm with institutional sophistication, Bridgewater Wealth & Financial Management has been providing clients with comprehensive wealth management, tax planning and preparation and multifamily office services, along with business advisory services, for over twenty years. Based in Bethesda, MD, the firm services a client base in the DC area and beyond, comprising a mix of entrepreneurs, business executives and professionals, as well as athletes, media and entertainment industry professionals. The firm is well-known for its expert handling of financial issues for first-generation wealth.