Families & Individuals

Your Game Plan for the Future

You’ve achieved financial success and we’re here to take you further. Expand your investment options and refine your family wealth plan for what life brings next.

Are you prepared for the future? We can help.

We tailor wealth planning solutions for families, helping you navigate the complexities of financial management and secure wealth for generations to come.

Comprehensive Family Wealth Planning

Customized financial plans to fortify your family's portfolio, optimizing your wealth while taking care of daily needs and future aspirations.

Financial Planning for Divorcees & Surviving Spouses

Specialized advice to help you understand and manage your financial well-being, instilling confidence and independence.

Tailored Services to Meet Your Family’s Financial Needs

We understand that every family has unique financial goals and challenges. That's why we offer personalized services to meet these specific needs.

529 Planning & College Funds

We help you plan for your children's education with strategic 529 plans and college funds, ensuring a bright future without financial stress.

Retirement Planning

Your golden years should be full of relaxation, not financial worry. Our retirement planning services aim to secure a comfortable future for you and your spouse.

Weddings & Life Events

Major life events should be moments of joy, not financial concern. Our experts assist in preparing and saving for events like weddings, helping you enjoy these milestones worry-free.

Generational Wealth Management

Secure your family's financial future for generations to come. Our wealth management strategies are designed to grow and preserve your wealth over the long term.

Related Services

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Frequently Asked Questions

How do you incorporate my family's unique circumstances into the wealth plan?

Each family wealth plan we create is tailored to the individual circumstances of the family. We consider aspects like your financial goals, family size, lifestyle, and risk tolerance to ensure the plan aligns with your needs and aspirations.

What kind of support can I expect as a newly divorced or widowed individual?

At BIP, we understand that financial management can be daunting during major life changes. Our advisors will work closely with you, providing education, guidance, and personalized wealth management services to empower you on your new financial journey.

Does BIP Wealth hold my money?

BIP is not a custodian but will assist you in opening an account with a nationally known firm such as TD Ameritrade, Fidelity or Schwab, to act as the custodian for your funds.

How does BIP get paid?

BIP does not sell securities or insurance and makes no commission for any product we may recommend. We are advisers, not salespeople. BIP earns a fee based on the amount of assets we are managing for our clients. Our incentive is to grow your wealth.

How do I monitor my account?

BIP has a client portal and mobile app called ClientCare which enables you to securely view your investment portfolios, access updates from private market portfolio investments, and store important documents.

What types of performance reporting can I expect?

BIP provides Quarterly Portfolio Reports that include customized portfolio goals, an investment policy statement, performance reporting of portfolios against risk-based benchmarks, and milestones and accomplishments in your relationship with BIP.

What does an ongoing relationship with BIP look like?

You can expect frequent communication from us, including webinars, Market Reports, and other client events, along with in-person meetings, phone calls, and video-conferencing with your Personal Wealth Advisor. BIP is here for you.

Got another question for us?

We’ve got the answer. Feel free to reach out to our team.