A Single Source to Which You Can Turn The BG Wealth Management Group is a financial advisory team that works with individuals and families throughout the United States.
Those who come to us have reached a stage of life where they recognize they need more than simple investment advice. Their circumstances have become increasingly complex, and they no longer feel they have the time or expertise to effectively manage all aspects of their financial life:
- Can I afford the lifestyle I envision without fear of outliving my savings?
- What strategies can I employ to reduce taxes?
- How do I maximize my pension and Social Security?
- Do I have the correct amount of life, long-term care, and disability insurance?
- How do I teach my kids to be more financially responsible?
- Should I consider more sophisticated estate planning strategies?
Our team’s primary objective is to address these concerns, help simplify your financial life, and instill confidence & trust that your financial affairs are in order so you can focus on what’s most important to you – family, business, and leisure.
Our experienced team understands the needs of high-net-worth families.
We limit our client base so we can devote substantial time and energy tailoring comprehensive advice and guidance for you and your family. This also ensures we can be highly responsive when needs arise.
Being intimately familiar with your wishes, we will work with all generations of your family to guide them through the stages of their financial lives and to prepare for the efficient transfer of wealth from one generation to the next.
We want you to rest assured your family members will be in trusted, capable hands should anything happen to you.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
