We are committed to uncovering opportunities
& limiting risk for you and your family

When picking a financial advisor, it is important for them to get to know you and your family in order to make the best recommendations tailored to your needs. We at BH Asset Management don’t have one-size-fits-all financial plans because we are dedicated to understanding your family and your values before making a recommendation. Each piece of our advice is uniquely catered to you.

Because we are managed in this way, our advisors foster close relationships with each of our clients. This allows us to consider both our clients’ financial and personal needs. We believe that the most effective way to meet your financial goals is by first and foremost understanding your personal goals in life. 

 

Our Dual Approach is what makes BH Asset Management unique.

The Dual Approach is our way of understanding you and your family’s aspirations as a whole. It is central to our process of establishing and maintaining our relationships with our clients. The two components are:

 

1.) Getting to Know You as an Individual

Our primary objective is to understand you and each of your family members as not just clients, but as individuals.
  • Where do you see yourself in 10 years?
  • What is the best way to make sure your kids will be okay if something happens to you?
  • Who will take care of you in your old age?
These are the types of questions that will help us get to know you as a person. It is also important for you as the client to know your advisor, so we are open to answering any questions you may have about us as well! By understanding your top concerns and values, and building a strong advisor-client relationship, we can tailor our recommendations to reflect your hopes, aspirations, and deeply held beliefs.

 

2.) Taking Care of Your Finances

Once we have a solid idea of who you are as a person, we will talk about how we can reach your personal goals through your finances.

  • How do you teach your children good spending habits?
  • How do you save for both college and retirement at the same time?
  • How do you handle jointly owned property if you’re not married?

We are here to serve you and take away the stress of your financial future so that you can enjoy the kids, grandkids, the new boat, a couple rounds of golf, or whatever gets you up in the morning. Through regular communication and transparency, we can ensure that you will stay fully informed about your finances. We also differ from other firms as we are bound to a fiduciary standard rather than a suitability standard. We will always have your best interest in mind because your goals are our priority. 

 

  Find out if you need an advisor.