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    For the business owner ready to implement key strategies and concepts with the right guidance and support.

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    Personal Wealth Planning

    There is no one-size-fits-all approach to wealth management
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    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.

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    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 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.

    01

    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.

     
    02

    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.

    01

    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.

     
    02

    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.

    03

    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.

    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

    Our people are the nucleous

    MAIN-People

    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. 

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