BGW provides business advisory and wealth management services to support growth in the value of private, closely-held businesses.
Our mission is simple
We will help you achieve your goals, whatever they are. Our dedicated team and proprietary service delivery process are designed to help you take your business, and your life, anywhere you want it to go. Quality, integrity, responsiveness, and uncompromising professionalism are our core values.
When you become part of our client family, we will work to exceed your expectations. We will deliver more tangible value than we charge in professional fees. That is our promise.
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.
Our Team
Ben McDonald
Owner & CEO
William Thompson
Senior Wealth Advisor
Amir Dadabhoy
Wealth Advisor &
Corporate Retirement Director
Keith Stabasefski
Senior Portfolio Manager
Raymond Burrows
CPA
Keith Williams
Financial Planning Consultant
Beth Bowker
Wealth Management Associate
Locations
Charlotte, NC
1616 Camden Rd 550, Charlotte, NC 28203
Hendersonville,NC
220 North King St Hendersonville, NC 28792
Myrtle Beach, SC
1304 Professional Dr, Suite B Myrtle Beach, SC 29577
Pasadena,CA
Not your typical financial planner. We have reimagined the financial planning experience for the modern investor.
Tired of Typical?
Is your current wealth management just “okay?”
It doesn’t have to be this way.
