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Wealth Management

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  • Sophisticated Executive Wealth Management Strategies
    Benefit Consulting Group (BCG) is a full-service investment advisory firm offering you highly customized and sophisticated financial advice, investment solutions and brokerage services to help you meet your financial goals and objectives. Equally important, at BCG we understand that building wealth is not enough when planning for a comfortable retirement. Thatís why we emphasize an equal focus on managing risks that could negatively impact your finances and jeopardize your future.

    BCG provides a complete platform of financial products and services through our Broker Dealer, Cadaret Grant & Co., Inc., a national independent company that ensures us the flexibility to advise our clients with the highest level of integrity and objectivity. We take great pride in our ability to objectively analyze the needs of each of our clients through our unique Stewardship process, then work closely with them to create solutions specifically tailored to meet their financial challenges and achieve their life goals.

    Our unique strength is the combined resources of Benefits Consulting Group (BCG), Bailey, Haskell & LaLonde (BHL) insurance and Workplace Health Solutions (WHS). Each of our executive clients has access to more than 170 specialists in the areas of: What this means to you is that you have the advantage of having all of these specialists under one roof to review your financial goals and objectives. You no longer need to rely on a stable of independent advisors who rarely, if ever, meet to discuss your wealth management plan. You no longer need to pay for redundant and overlapping services.

    BCG has earned reputation for providing its clients with innovative solutions, prudent investment advice, expert guidance, strength and stability, and one of the most comprehensive and integrated wealth and financial management portfolios in the industry.
    • Wealth Management and Investment Portfolios
    • Compensation Plan Review and Consulting
    • Tax Efficient Planning Strategies
    • Business Planning
    • Retirement Planning Solutions
    • Asset Protection
    • Asset Allocation and Diversification Strategies
    • Estate Planning
    Next Steps
    Not sure if you are on track to meet your financial goals? Want to know more about our executive benefits and wealth strategies for the highly compensated? Contact a BCG dedicated wealth management specialists, supported by a team of investment and risk management experts, for a no obligation review of your current programs.

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