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.

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 CPA 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.

How our Charlotte Personal Wealth Advisors Help

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.

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.

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.

See our full process

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.

Let’s get to know each other

Business Lifecycle & Gap Assessment

Customized Service Package

As your business evolves, our plan will, too.

See our full process

We deliver value through our proven process. We differentiate ourselves by listening to you & helping you achieve your vision.

Get in touch

The reason we do what we do For our amazing clients

4.7/5
Success Rating

Current satisfaction score based on annual, anonymous client survey

SUCCESS STORIES

“They have continually exceeded our expectations in terms of personal service, responsiveness, and providing personal and professional guidance beyond the terms of the relationship.”

Andy Hilliard - Accelerance

SUCCESS STORIES

“We could not have stayed open through all of this if we hadn't been getting your group's advice through the weekly webinars.”

Nicole Bonesteel - HeartBright Foundation

SUCCESS STORIES

“The firm has saved me over $100,000 compared to other accounting firms we’ve worked with.”

Anonymous -

“In-depth knowledge and overall great people; an incredible asset to our company.”

Bill Worsley - President at Holliday Homes

View All

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.

Atypical Insights

The latest insights & news

Atypical Insights

Everything You Need to Know About 1099s

As we approach the end of the year, we get a lot of questions from business owners regarding 1099s.

Tax Ideas, Tax Legislation, Tax Planning, Strategy

What to Expect From the 2022 Lame Duck Congress

Often after an election, we see a lame-duck session of Congress, with little to no action occurring...

Legislation, Ideas & Planning, Personal Finance, Tax Legislation, Tax Planning, Strategy

Expanded Tax Provisions Enacted by American Rescue Act Expiring for 2022

In 2021, Congress passed the American Rescue Plan, a third stimulus bill in response to COVID-19....

View all insights

Tired of Typical?

Is your current CPA just “okay?”

It doesn’t have to be this way.

Let’s see if we’re a fit

Stay connected.

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

Personal Wealth Management

Build it. Grow it. Enjoy it.

How our Charlotte Personal Wealth Advisors Help