Team profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

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Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investments
  • Small Business
  • Business Retirement Plans
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Insurance
  • Family Finances

Awards & recognition

  • Bridgewater Advisors, Forbes Best-in-State Wealth Management Teams, 2025
  • Bret Johnson, Forbes Best-in-State Next-Generation Wealth Advisors, 2023

Honored to be recognized in Forbes

We’ve got some exciting news to share: Bret Johnson has been named to the 2023 Forbes Best-in-State Next-Generation Wealth Advisors list. All of us at Bridgewater Advisors couldn’t be prouder, as this achievement reflects our shared commitment to making a difference in our clients’ lives through a truly personalized experience. A sincere thank you to our clients for your continued trust and to Forbes for the recognition.

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