Excel in Personal Wealth Management with BIP Wealth

Get expert financial guidance tailored to your professional goals and personal aspirations.

Your Wealth, Your Goals, Our Commitment

BIP Wealth provides wealth management for individuals in fast-paced professional roles, delivering customized services designed around your unique financial journey.

Personalized Investment Strategies

Our investment strategies align with your financial growth goals, considering your risk tolerance and career trajectory.

Comprehensive Financial Planning

Navigate complex financial landscapes with a holistic approach to wealth management, aligning your career ambitions with long-term financial stability.

Build Your Wealth Management Roadmap

 We understand the unique financial needs of professionals. Our services are built to provide the clarity and confidence you need to make informed decisions about your wealth.

Be an Active Participant in Your Financial Plan

We empower you with expert guidance, allowing you to play an active role in your financial planning without the need for micromanagement.

Advanced Investment Opportunities

Access diverse investment strategies—including public and private equity and hedged equity—that align with your risk tolerance and growth goals.

Holistic Retirement Planning

Navigate your journey to a fulfilling retirement with our strategic planning, ensuring your wealth is optimized to support your desired lifestyle.

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Frequently Asked Questions

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.