About BGM Wealth Partners

 

At BGM Wealth Partners, we help manage your financial life so you don’t have to. Based in Bloomington, MN, we work with high-net-worth families and individuals throughout the Minneapolis-St. Paul area, helping them live the lives they envision.

As a fiduciary financial advisor, we are committed to providing personalized financial and investment solutions made in your best interests. We complement this commitment with experience that includes the industry’s most highly regarded designations, such as the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification.

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.

 

Meet the Team

 

Bill Friederichs, CFP®
Associate Wealth Partner

Lisa Curtis
Client Service Associate

 
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Start Working with Us

Let us help build the life you desire.
We offer a complimentary 30-minute call to discuss your situation and how we may be able to help.