Personal Wealth Planning
There is no one-size-fits-all approach to wealth management
We are a team of wealth management experts who speak the language of business. Our team has experience starting, transforming and running businesses. And, we know what not to do.
Your vision is ours
Wealth management services without the surprises
We believe a wealth management firm should serve its clients by being proactive and delivering results that are tangible and make a real difference. What’s more, every fee that’s going to be charged should be presented up front. Period.
Our passion lies in partnering with growth-oriented, private, closely held businesses who are frustrated by being stagnant and ready for lasting change in their businesses and their lives. At the end of the day, if we haven’t helped our clients increase revenue, reduce expenses, improve cash flow, avoid risk, and have a sense of peace about the direction their business is heading, we haven’t done our job.
Solutions
Whatever your goals, our team is here to guide you every step of the way. Our comprehensive wealth management solutions address the six pillars of your financial well-being:
We partner with growth-driven businesses who are tired of hiring & firing wealth management firms for reasons like...
We call these The BIG 4.
You don’t have to settle ever again.
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Unexpected surprises on my wealth management fees
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Seemingly limited wealth strategies like life insurance & mutual funds
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Sold you on the A team but a year later I got the C team
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Would love proactivity but would settle for responsiveness
Build it. Grow it. Enjoy it.
Managing the wealth you’ve created is one of the most meaningful responsibilities you will undertake to protect and build up yourself and your family. It can also be one of the most difficult.
Successfully managing wealth requires deep insight into a variety of financial, investment, and risk management strategies and products, as well as continually changing tax laws.
At BGW Wealth Advisors, we insist that there is no one-size-fits-all approach to wealth management. We build customized solutions that work best for YOU based on a close, personal relationship that results in a deep understanding of your needs and desires for the future. Our goal is to assist you in getting from where you are today to where you want to be with careful consideration of market volatility, tax minimization, low costs, and asset diversification all based on well researched academic studies.
Our solutions seamlessly combine sound investment principles with current tax-advantaged investment strategies, and our process was developed to ensure your total confidence. Every decision is in your hands, and we promise that you’ll never leave a meeting uncomfortable or uncertain about your financial future. We provide in-house investment solutions focused on keeping your investable assets in a portfolio that is easy to understand, accessible, and cost-efficient.
When you’re ready to access the resources and expertise of a truly innovative, client-centered investment advisory firm, Trust BGW Wealth Advisors, LLC.
Our Proven Process
Our Proven Process is designed to ensure that we are intimately involved in your business and addressing important topics throughout the calendar year – through both direct, one-on-one meetings with you or at one of our educational events.
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Customized Service Package
Each individual and business is unique, so we carefully select our approach and the members of your service team with great care. Each year that you’re a client, we’ll revisit your service plan with you, determine next steps, completion dates, and how we’ll communicate everything to you. As your business evolves, our plan will, too.
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Let’s get to know each other
In our initial meeting, we’ll get to know each other, set goals based on what’s happening right now, and identify and align values. This is where we decide if we’re a good fit. You’ll also let us know what you expect from us. Believe us, we’re listening.
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Business Lifecycle & Gap Assessment
Here’s where get an even clearer picture of our starting point and what opportunities exist for improvement – from tax planning and cash flow optimization, to wealth planning and succession. At the end of this stage, you’ll know exactly where we’re heading.
We deliver value through our proven process. We differentiate ourselves by listening to you & helping you achieve your vision
The reason we do what we do For our amazing clients
Current satisfaction score based on annual, anonymous client survey
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Our people are the nucleus
We don’t think of them as employees. They’re innovators. They’re our family.
Inside our ranks you’ll find 39 tax and attest experts, 20 Certified Public Accountants, one in-house tax attorney, one Certified Valuation Analyst, a team of wealth planners, bookkeepers, M&A experts, and more. Whatever the financial needs of your business, the BGW team can solve them.
What’s more, each and every one of our leadership team members has either started, run, sold, or turned around a business. We understand life in the trenches of business ownership because we’ve been there. That gives us a very different perspective and approach than traditional accounting firms. We just think differently.
Unlocking strategy with insights
The Vault
We have a lot to say. That’s because everyone on our leadership team has either started, run, or turned around a business. We are wealth management firm now, but we look at accounting through a different lens because we’ve been right where you are now, and we love to share our insights with you. Inside The Vault are our best pieces of advice, from practical tax applications to long-term planning strategies. Podcasts, blogs, newsletters, eBooks, Q&A videos…they’re all inside.
Tired of Typical?
Is your current wealth management just “okay?”
It doesn’t have to be this way.
