We are a fiduciary wealth management firm with a cause. We have partnered with a CPA firm to give clients the best exclusive holistic financial planning, investment strategy, and tax strategy. Owner Ben McDonald gives away half of the profits of his portion of the company to the cause of generational poverty. At BGW, we believe in doing well while doing good. We also limit our advisors to 6 new clients per quarter. This allows us to dedicate our time to serving our clients deeply, onboarding new clients the right way so they understand and are comfortable, and bringing on the clients who we can serve best and add the most value to.