Whether you’re an individual investor or a small to medium-size business, you deserve personalized service, unbiased advice and the benefits of a long-term relationship with your financial and investment advisor. At BSG&L, we service your unique financial needs by focusing on you.
Through our personal approach to financial planning and investment management, along with tailored products and services, you enjoy:
- A truly customized portfolio
- Managed risk based on your comfort level
- No commissions
- Comprehensive wealth management
We custody all assets with Charles Schwab & Co., which provides the tools and technology to help identify, plan and implement your investment strategies. As our client, you have access to the global resources of an established Wall Street firm while being assured of our unmatched individual attention.
For financial planning, investment management and retirement benefit plans, put the focus where it belongs. On you, with BSG&L.