BMC Wealth Management Group, helps accomplished people, accomplish more – for themselves and the people they love. The family-office-style environment we provide reflects our holistic banking and investing tradition and inspires our concentrated focus and attention. We advise individuals and families from all walks of life. They include successful entrepreneurs, attorneys, physicians and tech industry executives – in the San Diego area, the Bay Area, throughout California, and in Mexico. With no cookie cutter clients, we don’t make assumptions. Instead, we make time to appreciate who they are, who they care about, and how we can serve their best interests, as they grow in complexity. To learn, we ask questions of clients over the course of each relationship (not just at the outset): ‘’What’s your primary financial concern – your retirement, caring for your children, or an elderly parent?“What’s your philosophy around money?”  “What’s the purpose of your wealth?”“What’s your vision of a meaningful life – and how can we be relevant to that vision?”“What role would you like us to play?”“Why have you come to us – and why now?” In addition to a client’s goals, we look for “holes” in their financial picture – areas that may need further examination – trust documents, liabilities and, especially wealth transfer and other legacy considerations for their children and grandchildren. Truth be told, wealth transfer and wealth planning is an area in which we focus intensely. Why? Because proper estate planning can create enduring results – the kind that benefit generations to come. That is why we may ask for the names of clients’ CPAs and attorneys, to align our strategies – and save clients the time of coordinating our efforts.*Banking Services are through Bank of America, N.A.