Frequently Asked Questions
We fully embrace the word fiduciary and the due diligence that comes along with that. We always put the interests of our clients above all else and adhere to a high standard of ethics. Your needs and well-being are paramount as we work to identify the best solutions for your situation.
As an independent firm, we have the freedom and capability to place your assets at LPL, Charles Schwab, TD Ameritrade or Fidelity — whichever suits you and your needs best.
You can access your tax documents through your custodian’s online portal. We are also able to produce them on-site if you wish, and we can deliver them electronically to you upon request. If you need any help accessing your documents, contact us.
BGWP serves over 500 families, spread out across 20 different states with over 350 million in assets under management. As a growing firm, we’re committed to maintaining a high standard of service without exceptions.
Absolutely not. Your comfort is of the utmost importance throughout our entire process together, and transparency is always present. There is never any pressure of commitment in our initial meetings, as we take this time to mutually get to know each other and decide if we’re a good fit. In fact, we usually give it a few meetings before we establish a working relationship.
For our first meeting, please bring in your latest financial statements and most current tax return. This will give us a glimpse of your financial picture and establish an understanding of your unique circumstances.
Most of our clients are billed as a percentage of assets. This allows us to charge one fee for all of our services. Nothing is hidden and it's reported directly on your statement. Because we are not compensated differently by the products we sell, our recommendations come with your best interest in mind. The specific fee amount does vary based on the size of your relationship.
Yes we can! We have the ability to set your non-retirement accounts up with both check writing and debit cards at no additional expense to you. If you would like more information, please let us know and we’ll share all the details.