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As an attorney, you know the value of time. The more of it you spend managing your money, the less of it you have for the rest of your life.

We are a wealth management firm with a specialty in the financial concerns of attorneys. We can help:

  • Implement forward-thinking tax strategies

  • Create a retirement plan that takes into account whether you want to continue practicing law

  • Build a financial plan that allows you to enjoy today while prudently planning for your future

  • Reduce risk and smooth out income volatility

  • Determine how much to provide for your children’s education and early adult years

  • Provide financial strategies to use in your estate plan to minimize taxes and maximize legacy

By providing comprehensive financial planning and investment management services, we strive to give you back your most important resource—time.

Schedule a Call

Schedule a 30-minute complimentary call.


Have questions? Send us a message—just fill out the form below.

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About Us

BGM Wealth Partners is an independent Registered Investment Advisor that handles the financial details so you don’t have to. Based in Bloomington, MN, we serve attorneys throughout the Minneapolis–St. Paul region. We are:

 
INCOME YOU CAN'T OUTLIVE

INDEPENDENT

ANNUAL ADJUSTMENTS FOR INFLATION

FEE-ONLY

SURVIVOR BENEFITS

FIDUCIARIES

 

We are committed to putting your interests first as we help you attain your goals and live the life you want.

Let’s Talk

Schedule a complimentary, 30-minute call where we’ll discuss
your situation and how we may be able to help.

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