LeadIQ logo
Learn more at LeadIQ.com
Bridgewater Wealth & Financial Management logo

Bridgewater Wealth & Financial Management Employee Directory

Financial ServicesMaryland, United States2-10 Employees

Bridgewater Wealth & Financial Management, based in Bethesda, Maryland, has joined The Colony Group and now operates under that brand. The arrangement brings together a team focused on wealth management and financial planning, with access to a broad roster of professionals including CFP® professionals, CFA® charterholders, CPAs, and attorneys. The practice serves individuals and families seeking integrated financial guidance to navigate a changing economic landscape. As part of The Colony Group, it gains access to additional resources while preserving a local advisory presence.

The Colony Group positions itself within the financial services industry as a platform that has grown through acquisitions and strategic alliances to broaden its capabilities. A recent development illustrating this growth was The Colony Group's 2024 acquisition of HoyleCohen, LLC.

Find Bridgewater Wealth & Financial Management employees' phone numbers or email addresses

Bridgewater Wealth & Financial Management Global Highlights

Location
Employees

North America
30

Minus sign iconPlus sign icon
  • United States Of America
    30

Europe
1

Minus sign iconPlus sign icon
  • United Kingdom Of Great Britain And Northern Ireland
    1

Bridgewater Wealth & Financial Management's Leadership

  • Stylized image of a person
    F. M.
    Director, Client Accounts
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. W.
    Senior Finance Associate
    Phone icon
    Mobile Phone

Bridgewater Wealth & Financial Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Consultant
  • Accounting
  • Administrative
  • Other

Contact profiles from Bridgewater Wealth & Financial Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    F. M.
    Director, Client Accounts
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    T. W.
    Senior Finance Associate
    Phone icon
    Mobile Phone
    Apr 17, 2026

Frequently Asked Questions

What is Bridgewater Wealth & Financial Management known for?

Minus sign iconPlus sign iconBridgewater Wealth & Financial Management was founded in 1986 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-301-656-****
. Explore Bridgewater Wealth & Financial Management's company overview page for more information.

What is Bridgewater Wealth & Financial Management's most common email format?

Minus sign iconPlus sign iconBridgewater Wealth & Financial Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Bridgewater Wealth & Financial Management email formats with LeadIQ.

How many employees does Bridgewater Wealth & Financial Management have currently?

Minus sign iconPlus sign iconBridgewater Wealth & Financial Management has approximately 8 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Bridgewater Wealth & Financial Management's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Bridgewater Wealth & Financial Management's key employees include:

  • Director, Client Accounts: F. M.
  • Senior Finance Associate: T. W.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.