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Home: Services: Wealth Management |  |
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Wealth Management BPM Wealth Management LLC provides comprehensive personal financial planning for high net worth individuals. By teaming our internal resources of investment, tax and insurance professionals with your attorneys and other outside advisors, we can not only help you develop financial planning goals, but also recommend well thought-out and realistic strategies for achieving those goals. Personal Financial Planning BPM Wealth Management's Financial Design Group helps individuals and families pull together all the components of their financial lives. Our clients can have all aspects of their financial plan designed, implemented and monitored, all in one place. Using the resources of Burr, Pilger & Mayer and BPM Insurance Services LLC as well as BPM Wealth Management’s Investment Counseling Group, we form interdisciplinary teams of specialists to solve problems and implement solutions. Investment Advisory The Investment Counseling Group provides objective investment counseling to individuals and families of wealth. The Group affords clients independence and objectivity, discretion and confidentiality and customized flexible service. Our investment plans are designed for preservation of capital income to support a desired lifestyle and growth to keep pace with inflation and to meet other objectives. To ensure the best possible service for the client, we use the most sophisticated analytical tools and comprehensive databases available worldwide. Estate Planning We apply the same comprehensive approach to estate planning as in our other financial planning areas. Central to the process is understanding our clients’ estate planning goals. Once the client’s goals have been determined, we construct recommendations and a plan to help bring these goals to fruition as well as continue follow-up as necessary to insure that the plan has been put into place. Retirement Planning For clients who are near retirement, a full financial plan is usually appropriate. We will carefully understand our clients’ retirement goals, and then structure a realistic plan for their unique situation. For clients who are farther from retirement, we will explore retirement savings options including which savings vehicle to use, where to invest, how much to save and stock option planning. Insurance Planning The Insurance Services Group boasts an expanded range of services and products, offering clients various short and long-term insurance planning options. Our goal is to not only facilitate the purchase of an insurance contract but to make sure that it is structured properly - the right amount, the right kind and the correct owner. Family Office Services The BPM Family Office Services Group provides assistance to clients with very busy and hectic lifestyles who find it difficult to make time for personal financial management. Services range from check writing and bill paying to working closely with your personal investment planner and tracking investments to household employee payroll issues and payroll tax returns. Our Family Office Services Group can help make life easier for anyone who would rather concentrate their talents and energies on things other than personal financial management.
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