Bridgewater Asset Management LLC

Thomas Ross is a financial advisor at Bridgewater Asset Management LLC with 32 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Ross has been with Bridgewater Asset Management since 2014 and has also been associated with LPL Financial since 2000. Bridgewater Asset Management LLC provides investment advisory services to individuals, trusts, estates, and pension and profit-sharing plans. The firm employs a combination of strategic and tactical asset allocation, using fundamental, technical, and cyclical analysis, and offers discretionary asset management, financial planning, and pension consulting.

Robert Balice is a financial advisor with Bridgewater Asset Management LLC and holds Series 63 and Series 65 designations. He has 31 years of industry experience, including roles at Bridgewater since 2014 and LPL Financial LLC since 2004. Outside of his advisory work, he is the owner of Balice Photography, a non-investment-related business. Bridgewater Asset Management LLC provides investment advisory services to individuals, trusts, estates, and pension and profit-sharing plans. The firm offers tailored portfolio management using strategic and tactical asset allocation, combining fundamental, technical, and cyclical analysis, and manages both wrap and non-wrap accounts with regular reviews.

Christopher Winkelmann is a CFP®-credentialed financial advisor with 27 years of industry experience. He has been with Bridgewater Asset Management LLC since 2014, concurrently working with LPL Financial LLC during the same period. Outside of his advisory role, he is involved with Lifebridge Insurance Solutions, focusing on non-variable insurance. Bridgewater Asset Management LLC provides investment advisory services primarily to individuals, trusts, estates, and pension plans. The firm uses a combination of strategic and tactical asset allocation models, fundamental and technical analysis, and option-writing strategies, offering continuous, tailored account supervision and managing both wrap and non-wrap accounts.

Molly Vielweber is a financial advisor at Bridgewater Asset Management LLC with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Bridgewater since 2016, also maintaining a long-term association with LPL Financial since 2004. Bridgewater Asset Management provides investment advisory services primarily to individuals, trusts, estates, and pension plans, employing strategic and tactical asset-allocation models with periodic rebalancing and quarterly reviews. The firm offers discretionary asset management, financial planning, and consulting, and is notable for sponsoring wrap fee programs while managing both wrap and non-wrap accounts consistently.

Joseph Griffard is a CFP®-certified financial advisor with 34 years of industry experience. He has been with Bridgewater Asset Management LLC since 2016 and also has a long tenure at LPL Financial, LLC dating back to 2005. Griffard operates within a team of five advisors at Bridgewater Asset Management. Bridgewater Asset Management LLC provides investment advisory services primarily to individuals, trusts, estates, and pension and profit-sharing plans. The firm uses a combination of strategic and tactical asset allocation models, incorporating fundamental, technical, and cyclical analysis, and offers services including discretionary asset management, financial planning, and pension consulting.