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Pearls of Wealth & Wisdom

Women of All Ages Learn What It Takes to be Financially Savvy at Every Stage of Life

BETHESDA, Md., May 20, 2016 /PRNewswire/ — The women financial advisors and tax professionals at Bridgewater Wealth & Financial Management hosted a special event designed to empower women of all ages to take control of their financial lives.

Over 70 women attended Tea and Talk: Pearls of Wealth & Wisdom for Women of All Ages at Baltimore’s Mansion at Strathmore on Tuesday, May 10, 2016.

Many of the attendees brought their twenty-something daughters, mothers or female friends for an evening that was designed to give them valuable knowledge about their money and finances in a fun environment.

Nina Mitchell, Principal and Senior Wealth Advisor at Bridgewater Wealth was the Master of Ceremonies for the evening. Presenters Shellie Kurek Peters, CFP®, Senior Wealth Advisor & Director of Financial Planning and Karen Baer, CSA®, CDSA™ took guests on a financial journey with three generations of “Bridges” family women as each faced financial issues spanning seven decades.

Education, Empowerment

Each decade in this unique presentation featured several POWWs or Pearls of Wealth & Wisdom targeted to address many of the financial situations that women face at specific times throughout their lives.

I wish I had these 'Pearls' when I graduated from college

“Bridgewater Wealth’s Tea & Talk was a truly special, educational and empowering event. I particularly enjoyed learning about the importance of planning at each stage of life from the experienced, caring and trustworthy women at Bridgewater. A number of friends gave their daughters thoughtful and wonderful gifts by bringing them to Pearls of Wealth and Wisdom. I wish I had these ‘Pearls’ when I graduated from college,” said Lena Barnett, an attorney and principal of Lena Barnett Associates, LLC in Bethesda, MD.

Bridgewater Wealth is committed to empowering women to take responsibility for their financial reality and to be stewards of their own and their families’ wealth. They founded their Women’s Financial Initiative in early 2016 to help women become more confident in managing and investing their money. Promoting the education and advancement of women in the financial industries is an essential goal of the initiative as well.

Bridgewater Wealth & Financial Management, LLC is an independent investment advisor that provides comprehensive customized wealth management, tax advisory services and financial management to high-net worth individuals, organizations and institutions in the Washington, DC area and across the U.S. For more information, please visit