Personal Wealth Management

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.