Planning for your financial future

BPG Wealth Management LLC can assist you in developing a personalized financial plan tailored to your individual situation.  We provide a comprehensive approach to retirement planning, including both the accumulation phase and the distribution phase. We can provide in-depth analysis for all your qualified plans, including your IRA and 401(k) plans. We can help you properly evaluate your retirement portfolio to correspond with your overall retirement plan. And as you need Income from your retirement assets, we can help you develop a plan designed to maximize income while minimizing taxes, to help ensure that you do not outlive your resources.

We can help you:

  • Implement investment strategies and solutions to help increase and protect your wealth

  • Tailor a retirement income strategy for your employer retirement plans, IRAs and other assets

  • Minimize taxes, while maximizing the money you save and invest for your future

  • Make decisions about your retirement accounts and plan your retirement income strategy as you near retirement (or now that you are retired)

  • Analyze income needs now and in the future

  • Analyze the beneficiaries of your IRAs and how to establish an Inherited IRA

  • Preserve, protect and continue to grow your assets after retirement to ensure you will live comfortably and leave a lasting legacy of financial security for your loved ones


A disciplined investment management process


We work closely with you to understand your specific goals and priorities to facilitate the construction of an investment portfolio that is dependent on your unique risk preference, time horizon and needs. Based on that understanding we help you:


*Guarantees based on the financial strength and claims paying ability of the isuing insurance company

  • Identify and discern among various investment options such as Managed Account Programs, Mutual Funds, Alternative Investments, Variable Annuities with Lifetime Income Guarantees* and 529 College Savings Plans

  • Develop an integrated, personalized investment program based on your financial goals

  • Provide investments that match your objectives and suggest the right asset mix for your portfolio

  • Customize a personal Investment Policy Statement that serves to adhere toward guidelines, maximizing the efficiency of the investment to reach your stated goals

  • Choose asset classes that fit your preferences, time horizons, goals and needs

  • Diversify and optimally allocate your assets to enhance return and manage risk

  • Keep your portfolio current as tax laws, fiscal policies, rules and regulations change

  • Manage the impact of taxes and inflation on your investments

  • Monitor the performance of your investments daily, monthly and quarterly

  • Regularly rebalance your investments to maintain your desired asset allocation as market conditions change