We Are Anything But Typical
BGW provides business advisory and wealth management services to support growth in the value of private, closely-held businesses.
Our mission is simple
What truly sets us apart from other wealth management firms? BGW Wealth Management, LLC utilizes EOS®, the Entrepreneurial Operating System®, a complete set of simple concepts and practical tools that assist entrepreneurs in completing their missions. EOS® helps us to visualize our goals, execute our vision, and build our leadership team. Everyone is on the same page, and we stay focused on what matters. EOS® has allowed us to identify four very unique aspects of our firm culture:
- We are relationship oriented, not transaction oriented. Say goodbye to everything you know about wealth advisors being passive and reactionary. We are the exact opposite.
- We think like business owners. We are business people first and wealth advisors second. It’s as simple as that.
- We listen to you. Our mission is to fully understand your goals and help you realize them. Whatever goals you have, provided they are legal, we’ll get you there.
- We envision a different kind of wealth management. We like to say we’re not your average wealth advisors. We’re certain you’ll soon discover why.
Owner & CEO
Senior Portfolio Manager
Financial Planning Consultant
Wealth Management Associate
1616 Camden Rd #550, Charlotte, NC 28203
220 North King Street Hendersonville, NC 28792
1304 Professional Drive, Suite B Myrtle Beach, SC 29577