Boca Raton, FL Office

BPP Wealth Solutions, LLC is an SEC-registered investment adviser that serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, and other business entities. The firm provides financial planning through its trademarked Security Income Planner® process, discretionary and non‑discretionary investment management, and supplemental services such as family office bookkeeping and bill‑pay.

BPP’s investment approach emphasizes asset allocation, diversification and limiting volatility, typically allocating client assets among Independent Managers as well as mutual funds, ETFs, individual securities and options. The firm tailors portfolios to each client’s risk tolerance and time horizon, monitors accounts at least quarterly, and may recommend privately placed securities to qualified accredited investors when appropriate.

The brochure discloses several affiliations and business activities that distinguish BPP from many peers: it is under common control with BPP Risk Solutions, Inc. (an insurance agency), certain supervised persons are registered representatives of Mutual Securities and licensed insurance agents who may receive separate commissions, and the principal holds a membership interest in a real estate investment entity. BPP also provides bill‑pay services that result in custody for some clients and states it undergoes annual surprise third‑party examinations, notes past compensation for referrals, and identifies its Chief Compliance Officer as serving in compliance roles at other SEC‑registered advisers.