BMA Group
BMA Group focuses on comprehensive wealth planning that helps our clients achieve their financial aspirations while navigating the intricate landscape of cross-border regulations, investment opportunities, and institutional services for family offices. While we are not tax specialists, we diligently oversee and coordinate the tax implications involved in wealth strategies to help ensure all elements of the plan align seamlessly, allowing your wealth planning to thrive. BMA Group's bilingual team are deeply attuned to the unique priorities and values of our clients, providing personalized, seamless advice and guidance that helps deliver results. We are committed to exceeding expectations, offering world-class wealth management services focused on creating long-term value and positive impacts for those we serve. BMA Group's Private Wealth Advisors have been recognized by Forbes among the top wealth management teams in Texas for both 2023 and 2024 (Published annually in January. Rankings based on data as of March 31 of prior year). We feel that this recognition highlights our unwavering dedication to excellence and the strong relationships we build with our clients.
*Forbes “Best-in-State Wealth Management Teams” list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.
Headquartered in San Antonio, Texas, The BMA Group is a private wealth management team that has distinguished itself by specializing on International Private Wealth Management. BMA is a team of 10+ members that are all bilingual from across the U.S. and Mexico who understand the complexities of international regulations regarding investments.
We offer tailored wealth management strategies designed to meet the unique needs of our clients. Our clientele consists of high-net-worth individuals, business owners, and family offices who have entrusted our team with over $3.8 Billion in assets as of October 2024.
AAMS™
Looking at your wealth from every angle
Navigating complex wealth requires more than making investing decisions. It takes a trusted confidante who can help you step back and see the big picture. Your Merrill Private Wealth advisor is that steadfast guide — advocating for you, your family, and the people and causes you care about. Working together, we can help with strategies designed to grow, sustain and transfer your wealth to amplify the impact at every step of life's journey with insight, simplicity, perspective and solutions. Find out what it's like to work with us.
