At BGM Wealth Partners, we look beyond just investments. Through our comprehensive financial advice, we strive to help clients throughout the Minneapolis-St. Paul area live better lives with less stress and more freedom.

We want you to consider us as an extension of your family, providing guidance that encompasses the whole of your life. We act as your family’s financial back office so you can spend more time on what matters most to you and enjoy true, lasting wealth.

 
 

Our Process

We have designed a wealth management process to discover your goals, analyze your situation, and implement your personalized strategies. Our process is an ongoing one, adapting to the changes in your life.

Our_Process.png
 
 

Services

To us, wealth management is made up of two components

FINANCIAL PLANNING:

Ongoing strategies that incorporate all the areas of your finances to meet your goals

Plus Sign.png

INVESTMENT MANAGEMENT:

The building and maintenance of your investment portfolio to help achieve the returns you seek

While some in our industry try to separate these two elements, we believe that both are critical to achieving your vision. We look at the financial plan as the blueprint and our investment advice as the construction. The two work together to help build your financial “home.”

Custom-Tailored Planning

Our clients hire us to fulfill their dreams and values. And since everyone has unique dreams and values, we customize everything we do. With this approach, you will never pay for a service that you don’t need, and you can always reach out to us with any issue, no matter how big or small.

Our services include:

 
Investment.png

INVESTMENT
MANAGEMENT

Financial Planning.png

FINANCIAL
PLANNING

Tax Planning.png

TAX
PLANNING

Retirement.png

RETIREMENT
PLANNING

Retirement-Income.png

RETIREMENT
INCOME STRATEGIES

Social Security.png

SOCIAL SECURITY
MAXIMIZATION STRATEGIES

Executive.png

EXECUTIVE
BENEFITS ANALYSIS

Education.png

COLLEGE
PLANNING

Family.png

MULTIGENERATIONAL
WEALTH TRANSFER

iStock-1016885904.jpg

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.