Spotlights > Wealth Management
Wealth Management
Designing, Implementing and
Monitoring a Lifelong Financial Plan
Realizing your personal financial goals happens through proper planning, execution and monitoring—not chance. In an economic environment where confusion reigns, The Bonadio Group's wealth management knowledge and expertise can be a fundamental ingredient for helping make your short- and long-term personal financial goals a reality.
Peace of Mind
Licenses and Credentials of The Bonadio Group's Wealth Management Professionals
Certifications:
- Certified Public Accountant
- Personal Financial Specialist
- Certified Specialist in Estate Planning
- Certified Financial Planner
Licenses/Registrations:
- FINRA Series 7, 63. 65 Licenses
- Registered Investment Advisor
- Registered Representative
- Life, Accident & Health Insurance License, New York and other States
While knowledge, expertise and the scope, depth and breadth of our wealth management services differentiate us from our competitors, our “& MORE” way of doing business is the true differentiator. It commits us to being our clients’ trusted advisor with a single-minded focus on helping them grow and protect their personal assets. From small business owners to corporate executives, and young families to retirees, we are dedicated to helping people define and fulfill the purpose of their money.
Our wealth management services encompass asset accumulation and de-cumulation for planning and funding estate, education, retirement, risk/insurance, and succession strategies, & MORE. And, with our CPA DNA, we deliver tax strategies that are designed to help you and your family preserve wealth.
We approach our clients' challenges from a multi-disciplinary perspective, using credentialed and licensed professionals who work together to provide a compass and resources that lead people to where they want to be financially in work, in retirement, and at death.
Click here for a comprehensive overview of our wealth management services.
The Bonadio Group’s wealth management services are delivered though Bonadio Financial Services, LLP (BFS) and Bonadio Wealth Advisors, LLC (BWA). BFS is responsible for personal asset and money management strategies, asset/wealth growth and protection, and risk management through various life insurance programs and products. BWA, featuring Personal CFO Services, provides fully integrated advanced financial planning at a highly skilled advisory level. Click on either of their logos to learn more.
To talk to a wealth management or financial services expert, call us today at (800) 487-7624 or contact us.
Thought Leadership, Innovation and Viewpoints
Viewpoints is The Bonadio Group’s award winning forum for presenting observations, insights and information on contemporary accounting, business management and wealth management issues. Each Viewpoint is available in a printable format along with a downloadable MP3 which can be played directly in your browser.
Click here for Viewpoints from members of our financial services and financial planning teams.
Overview of Wealth Management Services
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