Wealth Management
Wealth management services for people building something meaningful
Complex wealth demands more than investment management – it requires strategic coordination across financial planning, tax strategy, risk management, and legacy goals.
Wealth management services bring comprehensive guidance to high-net-worth individuals, families, and nonprofit organizations seeking thoughtful stewardship of substantial assets and long-term financial objectives.
Finding a Wealth Management Advisor Who Understands What You’re Building
As your wealth grows, financial decisions become increasingly interconnected and consequential. Investment returns matter, but so do tax implications, estate planning considerations, risk exposures, philanthropic goals, and how everything coordinates across accounts, entities, and time horizons.
You might work with multiple specialists – an investment manager here, a CPA there, an estate attorney somewhere else – without anyone seeing how these pieces fit together or whether they’re working in harmony or at cross purposes.
Many individuals and organizations reach a point where fragmented advice no longer serves them. Questions arise that single-purpose advisors can’t adequately address:
- How should retirement planning influence investment strategy?
- What’s the most tax-efficient way to fund philanthropic goals while maintaining family wealth?
- How do business transition plans coordinate with personal financial security?
- When does it make sense to take on strategic debt versus using liquid assets?
Connect with a Wealth Management Advisor
Comprehensive wealth management advisors integrate these dimensions rather than optimizing in isolation, helping you make decisions that serve your entire picture rather than just one corner of it.
Our Approach to Comprehensive Guidance Across Wealth Dimensions
Financial Planning
Investment Management
Wealth Management for Institutions and Nonprofits
Organizations and Individuals We Work with Most Effectively
Our wealth management services serve clients with specific characteristics and needs.
High-Net-Worth Individuals and Families
We work primarily with high-net-worth individuals and families managing substantial wealth that creates both opportunities and complexities. This includes:
- Individuals with investable assets exceeding several million dollars who face sophisticated planning challenges
- Families coordinating wealth across generations with estate planning and wealth transfer considerations
- Business owners navigating transitions or liquidity events
- Executives with concentrated equity positions and complex compensation arrangements
- Individuals seeking comprehensive guidance rather than fragmented advice
We specialize in this segment because the planning challenges—tax optimization across multiple dimensions, coordination of various advisors and specialists, integration of business and personal finances—require the depth of experience our team provides.
Institutions and Nonprofit Organizations
We serve nonprofit organizations and institutions managing endowments, foundations, or substantial reserves requiring professional oversight. This includes:
- Charitable organizations with endowed funds needing investment management and spending policy development
- Foundations coordinating investment strategy with grant-making missions, managing multiple donor funds with varying purposes, and stewarding assets that support long-term operations.
We specialize in nonprofit wealth management because these organizations face unique challenges—regulatory compliance specific to charitable assets, governance structures involving volunteer boards, coordination between investment and programmatic functions—that demand advisors’ understanding both investment strategy and nonprofit financial dynamics.
Your Wealth Deserves Advisors Combining Credentials with Hand-On Experience
Comprehensive wealth management requires technical skill across multiple financial disciplines and the judgment that comes from guiding clients through complex situations over time.
Our team brings credentials reflecting the highest standards in financial planning and wealth management, including the CERTIFIED FINANCIAL PLANNER™ designation, representing rigorous training in financial planning, investment management, tax strategy, estate planning, and risk management.
What this means for you:
Meet our Wealth Management Leaders
NOTE
Securities through Valmark Securities, Inc., member FINRA, SIPC. Investment Advisory services are offered through BPM Wealth Advisors, LLC and/or Valmark Advisers, Inc. a SEC Registered Investment Advisor, with address of 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431, and telephone number +1 (800) 765-5201. BPM LLP and BPM Wealth Advisors, LLC are entities separate from Valmark Securities, Inc. and Valmark Advisers, Inc. Form CRS Link
Start the conversation
Looking for a team who understands where you’re headed and how to help you get there? Whether you’re building something new, managing growth or preserving success, let’s talk.