A complete list of active advisors currently associated with BGM Wealth Management

Warmer can help you find a great advisor at BGM Wealth Management or one who fits your needs even better.

BGM Wealth Partners is a team-based wealth management firm of six advisors managing approximately $517 million in client assets for about 213 households. The firm serves both individual and high-net-worth clients, providing portfolio management, comprehensive financial planning and related advisory services. Advisory relationships are delivered primarily on a fee basis, with ongoing portfolio management and planning supported by a multi-disciplinary staff that includes CFP and CPA/PFS credentialed professionals and dedicated paraplanning resources. Client work emphasizes integrated planning and coordination across investment, tax and estate matters rather than one-off product sales. What is distinctive is the firm’s documented affiliations: leadership roles with Cornerstone Private Asset Trust Company and an affiliation with the accounting practice Boeckermann, Grafstrom, Mayer, which are uncommon among comparable team firms. Those formal connections, together with multiple team members holding CPA/PFS credentials and experience in bank and trust governance, indicate more direct access to trust administration and tax/accounting coordination than is typical for peers.

To learn more about the advisors currently working at BGM Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.