Our Companies

To comprehensively serve clients in a wide variety of areas and to meet their ever-changing needs, the affiliated companies of the BGM Group offer creative business, financial, technology, and legal solutions. Guided by a unified set of values, a shared commitment to excellence, and an entrepreneurial approach, the BGM Group of companies deliver a suite of services to complement our clients’ goals and address their needs—all in one place. Please explore the sections below to learn more about our affiliated group of companies and if you have any questions, please contact us.

BGM Wealth Partners

BGM Wealth Partners

As a Registered Investment Advisor, BGM Wealth Partners acts as a client’s personal CFO, providing comprehensive wealth management services to entrepreneurs, small business owners, corporate executives and high-net-worth individuals. Specializing in financial planning strategies, investment management, and tax planning, we cultivate long-term relationships with our clients and develop financial plans to help them realize their life and financial goals. Learn more. Learn more

Bridge West

Bridge West

BGM provides services to the cannabis industry through its subsidiary Bridge WestBridge West CPAs and Consultants LLC is one of the first accounting firms in the world to focus solely on the cannabis industry. Jim Marty, CEO, founded Bridge West in 2012, after working with small businesses for more than 30 years in his public accounting practice. Cory Parnell, COO of Bridge West, provides consulting services in areas of inventory costing for tax and accounting, entity structure, and other complex areas. Learn more

Bridge West Consulting

Bridge West Consulting supports cannabis entrepreneurs as they apply for licenses, navigate state and local regulations, parse the tax code, seek financing and banking services, create business and branding plans, and more. Ari Hoffnung is the Chief Executive Officer of Bridge West Consulting and has been a cannabis industry leader since 2014. Peter Prevot, CPA, CIA, is the Firm’s Chief Operating Officer and Cory Parnell is the Chief Financial Officer. Learn more

Cornerstone Private Asset Trust Company Logo

Cornerstone Private Asset Trust Company, LLC

As an independent public trust company and your trust services partner, we serve as trustee for dynasty trusts, charitable remainder trusts, revocable living trusts, and trusts under wills. We serve as the agent for individual trustees, and as conservators, personal representatives and executors of estates. As your retirement services partner, we actively serve both our plan sponsors and their employee participants. From high quality investment options to compliance, we create the right plan for your business, delivered on the foundation of exceptional service. Learn more

Element

Element Technologies, LLC

As a premier IT outsourcing firm, Element specializes in advisory, IT, cloud services, and enterprise content management. Our team has the expertise to tackle a wide range of issues and provide thought leadership to our clients. Element’s primary goal is to keep our clients’ systems running smoothly, respond quickly, and provide solutions in a meaningful, yet easy-to-understand, way. Learn more

Hunter Advisors PPLC Logo

Hunter Advisors, PLLC

As a business law firm that provides legal and financial services to businesses and executive management, Hunter Advisors specializes in business law, estate planning, business succession planning, trust services, business valuations, and provides testimony as a financial expert witness. With a primary focus on serving the legal needs of small to medium-sized business owners, the Firm’s business advisory services help clients improve performance, create new strategies, and increase their market share. Learn more