BPG Wealth Management is a full service, multi-generational financial planning firm that serves families, business owners, executives, young professionals, and those looking for guidance to simplify their financial life.
Since the very beginning, our driving principals have been built around our goal of planning for generations. As a result. we are committed to doing our part to support sustainability for future generations, and an important aspect of this is our investment offerings.
We have a strong desire to support businesses whose views are in line with ours, and we know that you do too. We offer ESG, Impact Investing, and Socially Responsible Screening options to afford you the opportunity to vote with your dollars and invest in companies that promote diversification and sustainability for our futures.
Gender and Racial Diversity
Data Protection & Privacy
Our ESG Strategy is guided by the same time tested, rules-based investing principles that we rigorously and consistently apply across all portfolios and all client relationships. This results in portfolios that are consistent with your goals and beliefs.
We believe that our sustainability goes hand in hand with the sustainability of our environment and have built our practice to reflect that.
Faith-based investors want to generate returns by choosing investments that align with their religious beliefs and values. These investment strategies incorporate a screening process that filters out companies that have policies inconsistent with Christian values. These screens include: