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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