BIP Wealth

WHAT ATTRACTED YOU TO BIP?
I wanted to find a firm that would give me the opportunity to be a true lifelong advisor to clients, while holding the client’s interests and needs above all else.  At the same time, BIP takes an intelligent approach to portfolio and wealth management that aligns well with me.

WHY IS BIP GOOD FOR CLIENTS?
BIP was built and operates with the client’s best interest at its core.  We have a talented team of individuals that work together to provide the best for our clients through an intelligent approach to portfolio and wealth management.

FAVORITE QUOTE?
“Go confidently in the direction of your dreams! Live the life you’ve imagined.” – Thoreau