A comprehensive planning experience to keep you from running around and organizing between all of your different professional partners. We're here to be your financial quarterback.
The day of the stock broker is dead. We have partnered with BGW CPA to provide an extensive wealth management process that helps you live the life you want and leave the legacy that means the most to you. With tax strategies, investment management, financial planning, estate strategies, and much more, your plan will include more than just picking investments. You'll receive a comprehensive plan that addresses everything that keeps you up at night.
Inside BGW, we have 11 people who have owned and run businesses. We know what business owners go through every day. That is why we have created an extensive approach to supporting businesses and their owners. We will walk you through things such as business valuation, operational agreements, succession planning, estate planning, and tax strategies. Work with a company who has been in your shoes!
You will experience that your wealth management team will go well beyond picking some investments for you. You get to use our tax strategies so you can keep more money in your pocket. In your financial plan, you will also see which types of investments work best for different account types. The investment strategies you'll have access to are leading the industry.
Not only can you rest easy by working with fiduciary financial advisors who will always act in your best interest. But you will also be helping the world become a better place. BGW takes a portion of all profits to go to supporting the less fortunate create a better life for themselves.
Our clients are not just a number to us. We will not dilute our business with too many clients. Our financial advisors only take on 6 new clients per quarter. This allows us to keep what's most important, your experience and financial plan, as our highest priority.
It's time companies begin to take responsibility to make this world a better place. We are doing our job by supporting nonprofits that are working towards eradicating generational poverty. That's a company you can be proud to be associated with.
Does your financial advisor have a team of CPAs in house dedicated to make sure you receive the best financial planning advice? You have been dealing with basic and outdated strategies. We implement concepts your current advisor doesn't begin to understand. You can feel confident that you are receiving industry leading strategies for every aspect of your financial plan.
It is never too early to get started on your financial plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
1616 Camden Road, Charlotte, North Carolina 28203, United States
Monday - Friday: 9am - 5pm
Saturday - Sunday: By appointment