At BGM Wealth Partners, we have made it our mission to provide the financial and investment planning that helps you live the life you want. And we can best fulfill this mission by serving as your independent financial advisor.

Our independence means that we are not tied to any particular family of funds or investment product. We are free to make recommendations based on one consideration: your best interests.

Indeed, as a Registered Investment Advisor, we are held to the fiduciary standard. This is the highest standard of care in the financial services industry and requires us to act in your best interests at all times.

Working with an independent advisor offers a range of potential benefits such as:

  • Personalized guidance based on your entire financial picture

  • A relationship that is responsive, attentive, and personal

  • A fee structure that is straightforward and transparent

  • A high level of expertise to support your most complex financial needs

  • Your money being held by Charles Schwab, an independent custodian, not the advisory firm

We invite you to contact us to discuss how our independent advisory firm can provide personalized guidance to help you attain your goals and live the life you want.

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COMMISSION-FREE ADVICE

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TRANSPARENT FEE STRUCTURE

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FIDUCIARY RESPONSIBILITY

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YOUR INTERESTS
FIRST

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NO PRODUCT
SALES

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NO REFERRAL
FEES

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NO THIRD-PARTY COMMISSIONS

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NO CONFLICTS
OF INTEREST

 

Our Services Include:

 
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INVESTMENT
MANAGEMENT

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FINANCIAL
PLANNING

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TAX
PLANNING

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RETIREMENT
PLANNING

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RETIREMENT
INCOME STRATEGIES

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SOCIAL SECURITY
MAXIMIZATION STRATEGIES

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EXECUTIVE
BENEFITS ANALYSIS

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COLLEGE
PLANNING

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MULTIGENERATIONAL
WEALTH TRANSFER

SCHEDULE A CALL

We offer a complimentary 30-minute call to discuss your financial and investment goals
and how we can help you reach them. Contact us today to get started.