Private Wealth Management is an encompassing term that covers both financial planning and investment management. As a wealth management firm, we believe these two strategies go hand in hand. Building a financial plan, both personally or for your business, can drive investment management based directly around your goals, your timeline, and your vision for your future. 

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

We understand that our clients who have accumulated significant assets (including those that have grown successful businesses) need a more custom white glove approach.  We have tailored our service offering to help our Private Wealth Management clients to create a strategy to maximize and steward their wealth, mitigate taxes and risk, and map out their future.  Our Investment Advisory Services include:

• Portfolio analysis and audit to help you analyze your asset allocation, portfolio structure, expenses, investment holdings, holdings overlap/redundancies, and tax-efficiency 
• Help you invest like an institution using tax-efficient strategies such as Separately Managed Accounts and Direct Indexing with your own personal Chief Investment Officer
• Access to Alternative investments such as Private Equity & Private Placement Real Estate, Private Credit, 1031 Exchange Programs, Hedge Funds, Private Equity and Qualified Opportunity Zones
• Provide enhanced Working Capital and Cash Management 
• Access to Securities-Backed Lines of Credit

BPG Wealth Management 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.

Our financial planning process is designed to align your unique needs with your financial objectives to create a customized roadmap to your future goals. We aim to remove the question mark from your plan and ensure that you know exactly where you are, where you are heading, and how to get where you want to be.  Planning scenarios and services may include:

• Retirement Income Planning
• Social Security Planning
• Tax Planning
• Business Exit Planning
• Estate Planning
• Survivorship Planning
• Long Term Care Planning
• Charitable Giving Planning
  

What's most important to you?  Your Heirs?  Charity?  Taxes?  Estate Planning is essential to protecting your assets and ensuring measures are in place to carry out your wishes when you have passed.  Trusts are often a part of estate planning as they provide means of avoiding probate and provide tax advantages.

We’ve partnered with City National Bank and Premier Trust to pair our investment management and financial planning services with a Corporate Trustee that allows us to maintain our close relationship with you.

Whether you are associated with a trust as a type of beneficiary, trustee, trust protector, or grantor, we can help you get the most out of your trust by:

• Making sure the trust properly reflects the grantor’s intentions
• Protecting the assets so they go to the intended parties
• Reducing the burden on family in carrying out the grantor’s plan
• Ensuring continuity and execution of services with a balance of personal tough and professional experience that is backed by fiduciary responsibility
• Domiciling the trust in a state with attractive tax and estate planning laws and no income tax (Nevada)

Without proper protection, an unexpected disability or death could deplete the assets you have accumulated and jeopardize your family’s ability to reach its financial goals.

 We can help you review and select the most appropriate protection plans for your situation, analyze how much coverage you need, and review the current policies you already have in place.

• Life Insurance Policy Review, Evaluation & Benchmarking
• Needs Analysis & Product Determination
• Life, Disability Income, and Long-Term Care Insurance
• Trust-Owned & Survivorship Life Insurance
• Buy/Sell, Split Dollar & Key Person Insurance
• Group Life, and Disability Insurance