Who do I contact?
We include all the contact information for your BIP Wealth team on our website, app, and Quarter Portfolio Report. We even include the information we have on file for your tax preparer, estate attorney, or any other trusted professional in your life.
Does it cost extra to get extra help?
No, we never charge extra to meet with you, your attorney, or your tax preparer. We also don’t charge extra to organize a family meeting. We are there for you when you need us without worrying about whether it will cost too much.
Will you talk with other professionals to make sure my insurance or accounting aligns with my wealth plan?
Yes. BIP Wealth will set up meetings with other professionals at no extra cost, including attorneys and accountants, to ensure your wealth plan is fully aligned with your goals.