Personal Wealth Management

There’s no one-size-fits-all approach to personal wealth planning services. Discover how BGW’s Charlotte-based wealth management firm creates customized strategies just for your needs and goals.

Build it. Grow it. Enjoy it.

Managing the wealth you’ve created is one of the most meaningful responsibilities you’ll undertake to protect and build up yourself and your family. It can also be one of the most difficult–but it doesn’t have to be! 

With our personal wealth management services in Charlotte and across the country, you’ll gain deep insight into a variety of financial, investment, and risk management strategies and products, as well as continually changing tax laws.

We understand there’s no one-size-fits-all approach to wealth management. That’s why our accounting firm in Charlotte builds 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 help you get from where you are today to where you want to be. Based on well researched academic studies, we carefully consider:

  • market volatility
  • tax minimization
  • low costs
  • asset diversification

All to provide in-house investment solutions focused on keeping your investable assets in a portfolio that's easy to understand, accessible, and cost-efficient.

Our solutions seamlessly combine sound investment principles with current tax-advantaged investment strategies–so you can have 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.

When you’re ready to access the resources and expertise of a truly innovative, client-centered investment advisory firm, trust BGW Wealth Advisors, LLC.

×
About BGW CPA: Business Accounting Firm and Business Growth Consultancy

How our Charlotte Audit Firm Helps You

Set the Right Goals

Unless you have some experience with financial planning, it can be difficult to figure out what goals you should set, how to achieve them, and how those goals will affect your finances. Our wealth advisors in North Carolina will help you set realistic, manageable 20-year or even 50-year goals.

A Holistic Approach

Our wealth planning solutions don’t just involve investment advice. We take into account every part of your financial situation to create strategies customized for your needs. We’ll help you make the most of your wealth so your finances grow safely and steadily.

Investment Assessment

Every investment has a risk. Our personal wealth planning services help you identify the optimal risk and reward levels for your situation. We’ll reduce the risks, maximize the returns, and accelerate your finances’ growth.

Adapt to Changing Situations

When your financial situation changes, so does our strategy. We regularly meet with you to assess and update your goals, rebalance your financial portfolio, and determine whether you would benefit from additional services.

Set up a consultation with one of our wealth advisors in Charlotte today. Call us at 704-552-0553 or email us at gary.frey@trustbgw.com.

lunch (2)

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:

  • Financial Planning
  • Retirement Planning
  • Investment Planning and Management
  • Risk Management and Insurance
  • Estates and Trusts Planning
  • Tax Minimization Planning and Coordination

Our Proven Process

Our personal wealth advisors based in Charlotte, NC use a process 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.

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.

Business Lifecycle & Gap Assessment

Here’s where we get an even clearer picture of our starting point and what opportunities exist for improvement. We’ll discuss what your ideal wealth planning solutions are, and at the end of this stage, you’ll know exactly where we’re heading.

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 you’re a client, we’ll revisit your personal wealth management plan with you, determine next steps, completion dates, and how we’ll communicate everything to you. As your business evolves, our plan will, too.

TrustBGW Team

Wealth Planning for Business Owners

Most of your net worth is likely tied to your company. That’s not a problem—unless your wealth strategy doesn’t account for it.

Traditional wealth planning assumes a steady paycheck and a tidy portfolio. That’s not how most business owners build wealth—and it’s not how we build strategy.

At BGW, we help business owners turn their businesses into powerful tools for long-term wealth creation. Our team of CPAs, tax strategists, and advisors understands the complexities of ownership, succession, and liquidity—because many of us have lived it.

We don’t start with investments. We start with the business—because that’s where the opportunity (and the risk) lives. Then we build a personalized plan that protects your downside, unlocks options, and aligns with your next big move.

This isn’t theory. It’s planning that actually fits the life you’ve built—and the one you want next.

The Latest Insights & News

The Right Time to Review Your Financial Plan
The Right Time to Review Your Financial Plan

Financial planning and investment management isn’t a one-time task. It’s an ongoing process to...

Read More
How to Stand Out and Land an Accounting Internship
How to Stand Out and Land an Accounting Internship

Are you an accounting student or a recent graduate looking for real-world experience in the...

Read More
Liens and Their Impact on Your Construction Business
Liens and Their Impact on Your Construction Business

As a construction worker, your business stands to benefit from the expertise of a construction...

Read More
The Right Time to Review Your Financial Plan
The Right Time to Review Your Financial Plan

Financial planning and investment management isn’t a one-time task. It’s an ongoing process to...

Read More
How to Stand Out and Land an Accounting Internship
How to Stand Out and Land an Accounting Internship

Are you an accounting student or a recent graduate looking for real-world experience in the...

Read More
Liens and Their Impact on Your Construction Business
Liens and Their Impact on Your Construction Business

As a construction worker, your business stands to benefit from the expertise of a construction...

Read More

Anything But Typical®?

Tired of Typical?

Is your current accounting firm just “okay?”

It doesn’t have to be this way.

Stay connected.

We have a pretty great podcast & insights that dig into issues you really care about.