About

About BGM Wealth Partners

At BGM Wealth Partners, we help manage your financial life so you don’t have to. We work with entrepreneurs, executives, and other high-net-worth individuals and couples throughout the Minneapolis–Saint Paul area, helping them to live the lives they envision. We manage approximately $400 million in assets for 150-plus clients.

As an independent Registered Investment Advisor, we provide personalized financial and investment solutions made in your best interests. We buttress this commitment to your best interests with expertise that includes the industry’s most highly regarded certifications, including the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.

In this way, we provide the solutions and expertise to help manage your wealth, reach your goals, and create the lifestyle you want.

Meet the Team

History

In 1996, BGM Wealth Management was formed out of Boeckermann Grafstrom & Mayer, LLC, a Minneapolis-based Certified Public Accounting firm.

TruNorth, an independent Registered Investment Advisor, was founded by Peter Rekstad, CFP®.

TruNorth opens Sacramento office.

In 2013, BGM Wealth Management and TruNorth merged to form BGM TruNorth Wealth Partners.