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Client Profile
 BBFG is an independent wealth manager committed to helping clients build and manage their wealth. Our clients have a common desire to make the best financial choices to reach their goals. They realize the value of partnering with a fiduciary in a personal, respectful, trusting relationship on a long-term basis.
Our sole focus is to develop customized financial planning and investment solutions for our clients’ personal, retirement and charitable goals. Their peace of mind comes from having an experienced team of advisors that always has their best interests at heart, without the possible conflict inherent in product sales or paid referrals.
BBFG is right for those seeking:
- Independent, objective advice
- Personalized service
- Comprehensive wealth management of investable assets
from $1-10 million (individuals) or $5-50 million (institutions)
- Integration of financial planning and investment management
- Rational strategies to work toward achieving goals
- Coordination among all advisors (such as attorneys, CPAs and tax advisors)
- A team structure with experience and expertise
- A firm where all wealth managers have Certified Financial Planner™ designations
- A structured, disciplined and strategic approach to investments
- To build and preserve wealth for retirement
- A balance between expectations and investment returns
- Collaboration and delegation of financial plan implementation
- To take control of their financial lives
- Peace of mind
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