Bingham Private Wealth, LLC

Bingham Private Wealth, LLC provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high‑net‑worth clients, trusts, estates, businesses and retirement plans. The firm manages roughly $232 million in client assets across a relatively small client base and delivers ongoing portfolio supervision and periodic reporting.

BPW’s investment process emphasizes fundamental analysis and a generally long‑term orientation, while constructing diversified portfolios that often use low‑cost mutual funds and ETFs alongside individual stocks, bonds, options contracts, alternative investments and unaffiliated investment managers. The firm implements discretionary trading, ongoing oversight of independent managers, and states it uses third‑party artificial‑intelligence tools as decision‑support while retaining human review and approval of all recommendations.

Distinctive features in the brochure include explicit inclusion of options contracts and other derivatives among investable instruments—reflecting a willingness to use derivatives in managed accounts, which is less common among similar supported firms. The firm also provides performance reporting for plan clients and notes the use of hypothetical performance illustrations in its materials, and it operates through an institutional custodian relationship while disclosing potential conflicts tied to insurance licensing and platform benefits.