Executives

That’s exactly why we exist. Our team handles the complexity, including equity compensation analysis, tax planning, investment management, and retirement strategy, so you can focus on your career and your family. We’re built for busy professionals who need financial expertise without adding another time commitment to their plate.

Stock options, restricted stock units (RSUs), deferred compensation, and bonus structures all come with different tax implications and timing considerations. We analyze your full compensation picture, model different exercise and vesting scenarios, and coordinate with your tax strategy to help ensure you’re making informed decisions.

That’s a big part of what we do. Your company benefits, including 401(k) match, health savings accounts, stock purchase plans, and deferred comp, are all pieces of a larger financial puzzle. We’re committed to making sure they work together with your personal investments, tax strategy, and retirement goals rather than operating in isolation.

As an executive, your financial life has a lot of moving parts: compensation structures, investment portfolios, tax obligations, and estate considerations. When your wealth advisor, tax team, and other specialists all work under one roof, you can feel more confident that nothing gets lost in translation. That coordination is how we help executives avoid costly oversights.

We build and continuously manage a diversified portfolio tailored to your time horizon, risk tolerance, and goals. For executives with concentrated equity positions, we pay particular attention to diversification strategy and timing to help manage risk while still participating in upside.

Absolutely, and mid-career is often the most impactful time to start. Decisions you make now around 401(k) contributions, equity compensation, and investment strategy can compound significantly over time. We help you build a clear path so your desired retirement date feels like a choice, not a question mark.

We help executives structure estate plans to protect family wealth and plan for education expenses in a tax-efficient way. Because we also handle your tax and investment strategy, these pieces are naturally coordinated rather than siloed.

We respect your schedule. After an initial planning phase where we learn your full financial picture, most clients meet with their team a few times a year for reviews and strategy conversations. In between, we’re working behind the scenes and reaching out proactively when something needs your attention.

We do. BGM is headquartered in the Minneapolis-St. Paul area, but we work with executives across the country. Our model is built for professionals who want a deep, coordinated advisory relationship regardless of geography.

Reach out for a complimentary introductory conversation. We’ll talk about your situation, your goals, and what’s been hard to manage on your own. From there, we’ll outline what working together would look like, with no pressure or obligation.