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    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.
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    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 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.

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    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.

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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 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.

    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 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.

    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 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.

    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 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.

    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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