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Wealth Management

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.

Financial Planning

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.

Our Process

Step 1

Identify and prioritize your goals and objectives

This can include saving for retirement, maximizing investments, managing a budget, saving for college, minimizing taxes, and planning for a business.

Step 2

Data Gathering

We work with you to compile a full file of your financial life, including budget, assets, liabilities, protection, business interests, and income.

Step 3


We work with you to analyze the data in the plan, confirm accuracy, and discuss how to align your current situation with where you want to be in the future. We also discuss potential variables and planning scenarios to incorporate into the plan and discover your best next steps.

Step 4


The final plan includes a complete, comprehensive set of recommendations. Our objective is to provide you with a set of clear, actionable steps to take to meet your financial goals.

Investment Management

Personal Investment Advisory Services

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.

  • Portfolio Analysis
  • Asset Allocation & Portfolio Construction
  • Traditional IRA’s, Roth IRA’s and IRA Rollovers
  • Tax-Harvesting programs
  • Socially Responsible Investing programs
  • Mutual Funds
  • 529 College Savings Plans
  • Alternative Investments
  • Variable Annuities with Lifetime Income Guarantees
  • Fixed Immediate Annuities

Insurance Solutions

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, Disability and Long-Term Care Insurance

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