Wealth Management Solutions

Active Planning for Tomorrow’s Milestones so you can Focus on Living Life Today

wealth mangers reviewing financial documents

Your life is busy enough as it is without the added complexities of managing your financial health and wealth. Our Wealth Management advisory team offers comprehensive financial planning to help people worry less and enjoy life more.

Our Expertise

We simplify the planning and executing of achieving your financial goals for both the present and the future to a point where pursuing them feels like auto-pilot. Be it through tax support, financial planning, investing strategy or wealth management, we provide all of the insight, tools and knowledge you need from a singular source to ensure it’s not problems that are compounding, just your interest. In this way, we provide comprehensive financial solutions and experience to help you manage your wealth, reach your goals, and create the lifestyle you want.

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
a wealth advisor reviewing graphs and charts

To us, wealth management is made up of two components

Financial Planning

Ongoing strategies that incorporate all the areas of your finances to meet your goals

Investment Management

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.

Connect With an 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.