BH Wealth's Orchestra of talented financial professionals consisting of Retirement, Investment, Risk & Insurance virtuosos, collaborate to implement our clients vision. Choosing the right wealth and risk management instruments can make the difference between a mediocre performance, or a masterpiece.
Our values-based approach helps us choose the right instrument (s) which best reflects your performance expectations. The art of arranging the musical notes of a composition among the instruments of the orchestra is called scoring. Our planning team collaborates with our clients to write out all your financial notes, and you'll receive all of the applause.
Our values-based approach helps us choose the right instrument (s) which best reflects your performance expectations. The art of arranging the musical notes of a composition among the instruments of the orchestra is called scoring. Our planning team collaborates with our clients to write out all your financial notes, and you'll receive all of the applause.
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The success of great music composers like Lennon & McCartney, Rogers and Hammerstein and Ellington and Strayhorn, were based on a collaborative spirit. As I look back on my life, I'm most proud of my family, which all started when my one and only true love-Iris Hershenson-agreed to marry me in 1977.
The orchestra consists of a large group of musicians performing on the string, woodwind, brass, and percussion instruments. It's the orchestra's job to realize the vision of the composer through music performance. Likewise, BH Wealth's Orchestra is a group of talented financial professionals who are using a wide variety of instruments to help implement our client's vision.
When you face challenges or complicated planning issues, the specialized Cetera Advanced Planning Group will help, providing individualized, one-on-one consulting on all areas of clients financial life. This team of experienced financial professionals includes attorneys, CFPs, and MBAs.
As senior vice president of the Advanced Planning Group, Stan Smiley is responsible for the development and implementation of advanced planning strategies for Cetera Financial Group, a leading network of independent broker-dealer firms.The platform is the second largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions.
As senior vice president of the Advanced Planning Group, Stan Smiley is responsible for the development and implementation of advanced planning strategies for Cetera Financial Group, a leading network of independent broker-dealer firms.The platform is the second largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions.
Likewise, through a well orchestrated process I call MoneyCapsules, I help our clients articulate what's really important to them by igniting their imagination. This is especially important for Retirement Planning. My greatest joy is to help you find your own financial voice and return to harmony. The performance of your financial symphony will be well received by all you love and all who love you, with one word.
As an independent financial advisory firm, BH Wealth portfolio manager selection process places our clients in the front row. Financial language jargon creates dissonance accompanied by a feeling of powerlessness, which leads to financial paralysis. Finally, the language of money is singing a new song.
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