BGM Wealth Partners
Financial ServicesView the employees at
BGM Wealth Partners-
Lisa Curtis Client Service Associate at BGM Wealth Partners
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Rising Star
Bill Friederichs, CFP® Associate Wealth Partner at BGM Wealth Partners-
Lake Elmo, Minnesota, United States
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Top 10%
Jake Thibault Client Service Associate and Paraplanner at BGM Wealth Partners-
Rising Star
Overview
BGM Wealth Partners is a Registered Investment Advisor that provides comprehensive financial planning solutions to entrepreneurs, executives and high-net-worth individuals. For more than a decade, we have helped our clients achieve their financial goals and live the lives they want. As independent, fee-only advisors, we don't sell products. Instead, we provide comprehensive financial planning, investment management and tax planning strategies that give you the freedom to focus on what's truly important to you—spending time with your family, building your business and pursuing your passions. If you choose to work with BGM Wealth Partners, you can expect: • A personal relationship with a wealth partner who acts in your best interests • A customized investment portfolio • Comprehensive advice on your financial situation, from tax planning to business planning • Ongoing monitoring of your assets and a financial plan that takes into account shifting tax and legal situations • Regular one-on-one meetings to discuss your shifting concerns and objectives • A long-term relationship that will help you grow and maintain your wealth
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