Building Generational Wealth: Financial Services for Families of Every Life Stage

a family walking down the sidewalk with their kids

Planning for a strong financial future and building wealth is a consideration for individuals and families at every stage of life. This is true whether you’re ready for retirement or you’re just starting to enjoy the first fruits of your success.


Over 40 Years of Experience in Wealth Management and Tax Services for Families

At BGM, we offer accounting services for families that help you build a strong foundation from your financial success. We’ll partner with you to ensure your wealth benefits your family for generations to come.

We can help you:

  • Assess insurance coverage to protect your family
  • Create a plan to ensure you have money for retirement and beyond
  • Choose trustees and advisors to fulfill your wishes
  • Develop a cash flow plan based on your finances
  • Determine inheritance amounts for each heir
  • Help you create a plan to pay for college tuition and expenses
  • Identify avenues to protect and efficiently transfer your wealth
  • Implement strategies to reduce your tax burden for you and your family
  • Manage investments with future generations in mind
  • Review estate planning documents to ensure the right fit for your family

We work directly with you to help organize your finances, take advantage of opportunities and identify challenges. Gaining financial clarity is the key to helping you make smart financial decisions.

For 40 years, our Minnesota-based accounting and advisory firm has helped countless families across the country build a secure financial future. We refuse to offer cookie-cutter wealth management services to families. Instead, we personalize our approach to meet your unique financial goals.

The BGM Benefit

At BGM, we believe in going beyond the traditional role of accountant, wealth manager or tax advisor. You’ll be assigned a dedicated team and can expect to experience a hands-on approach from your financial professionals. Plus, you’ll receive timely and proactive advice and solutions. It’s this high level of personalized service that keeps our accounting and advisory firm leading the way.

Connect With a Personal Advisor

We offer a complimentary initial consultation to discuss your needs. Reach out to learn more or schedule a meeting to get started.

“BGM” is the brand name under which BGM CPA, LLC and BGM Group, LLC provide professional services. BGM CPA, LLC and BGM Group, LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. BGM CPA, LLC is a licensed independent CPA firm that provides attest services to its clients, and BGM Group, LLC and its subsidiary entities provide advisory, and business consulting services to their clients. BGM Group, LLC and its subsidiary entities are not licensed CPA firms. The entities falling under the BGM brand are independently owned and are not liable for the services provided by any other entity providing services under the BGM brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by BGM CPA, LLC and BGM Group, LLC.

BGM WEALTH: Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.