• Investment Advisory and
    Personal Financial Planning

    BGM Investment Advisory and Personal Financial Planning
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Boeckermann Grafstrom & Mayer has partnered with BGM Wealth Partners to offer financial planning and investment management to our clients seeking a wealth manager to help them achieve their goals. BGM provides guidance that goes beyond traditional financial management, offering services that are always customized. With our approach to financial planning and investment management, our clients receive a comprehensive plan that is designed to achieve their unique goals and objectives.

BGM’s financial planning and investment management services include:

  • Education planning
  • Executive benefits analysis
  • Financial planning
  • Investment management
  • Multigenerational wealth transfer
  • Retirement planning and income strategies
  • Social Security maximization strategies

We help manage and grow the wealth of individuals and families including:

  • Business owners seeking to protect and diversify their wealth
  • Executives seeking to maximize their compensation and benefits
  • Families seeking to transfer assets from one generation to the next
  • Professional women seeking to leverage their success and achieve financial confidence
  • Retirees seeking to maximize their retirement income and financial security

For more information, please contact Jon T. Meyer, CFP®, Wealth Partner and COO at (952)844-2513 and visit BGM Wealth Partners at www.bgmwealth.com.

Contact us to request additional information about our firm or to learn more about our services and specialty practice areas.