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Wealth Management Services

As your most trusted financial advisor, it’s important that we offer you a comprehensive plan to help you pursue your financial goals and objectives. You trust us to provide a blueprint that will take you in the right direction. BMY Wealth Management Group offers a comprehensive array of financial services tailored to individual clients’ needs and objectives. Because we are an independent firm, our decisions and recommendations are based on what is in the best interests of our clients, not on promoting certain products or investments. In addition, our extensive network of legal, insurance and tax professionals helps us to coordinate all the components of your plan into one cohesive wealth management strategy.

Portfolio Management

Our team follows a disciplined process when it comes to managing your investments. Learn More

 Wealth Planning

Our thorough analysis of a client’s resources, circumstances, needs and goals is the basis for a customized financial plan and investment strategy. Learn more

Risk Management

Managing financial risk is the core of contingency planning. Learn more

Estate Planning

We know that planning for you doesn’t just stop after you are gone. Learn more

Tax Planning

Working with our team of professionals we can help with your tax planning needs. Learn more