How We Help
We work with clients from our Minneapolis-St. Paul neighborhood and beyond the Minnesota border who seek customized financial planning and a personal relationship with a wealth partner who acts in their best interests.
We work with high-net-worth families and individuals, helping them to make realities of the lives they’ve always envisioned.
- Business owners seeking to protect and diversify their wealth
- Executives seeking to maximize their compensation and benefits
- Families seeking to transfer assets from one generation to the next
- Professional women seeking to leverage their success and achieve financial confidence
- Retirees seeking to maximize their retirement income and financial security
To us, wealth management is made up of two components
Ongoing strategies that incorporate all the areas of your finances to meet your goals
The building and maintenance of your investment portfolio to help achieve the returns you seek
While some in our industry try to separate these two elements, we believe that both are critical to achieving your vision. We look at the financial plan as the blueprint and our investment advice as the construction. The two work together to help build your financial “home.”
BGM’s comprehensive wealth management services include:
- Education planning
- Executive benefits analysis
- Financial planning
- Investment management
- Multigenerational wealth transfer
- Retirement planning and income strategies
- Social Security maximization strategies
- College Planning
The BGM Benefit
At BGM, we believe in going beyond the traditional role of accountant and 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.