Wealth Management

Protecting what’s yours with actionable strategies

Achieving success and the wealth that often goes with it requires tremendous effort. Protecting one’s wealth from ever-changing tax law and rates and other factors also requires effort and the expertise of an experienced wealth management consultant like BPS.

We represent high-wealth individuals, their families and family-owned businesses, developing strategies intended to not only protect assets, but also preserve family harmony. We recognize that client trust is critical as we deal with the very personal, sensitive and often emotional issues of money, family property and business, and end-of-life financial plans. Respect for you and your family, your interests, and privacy is paramount as we work together to achieve your wealth management goals.

For many clients, we serve as the “family office,” managing bill payments, negotiating the sale and purchase of assets, refinancing homes and property. We also serve as the representative, conservator, or trustee for big and small estates.

Our experienced Wealth Management Group provides clients with the following services:

  • Charitable Gift Planning
  • Estate Planning and Compliance
  • Financial Planning
  • Retirement Planning
  • Tax Planning and Compliance
  • Family Office and Household Management Services

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Client Portal

Life is complicated. Which is why BPS provides a secure portal for our clients to access and share critical documents quickly and easily, saving time and money. Now that’s smart!

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Careers at BPS

We’re passionate about helping our people excel. Visit Careers to learn about opportunities for new college graduates, experienced professionals and life at BPS.

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