BPG Wealth Management is a full service multi-generational financial planning firm that serves as your strategic partner in helping to create financial independence and confidence through the most crucial stages of your life. Our goal is to provide families, business owners, executives, and those looking for guidance in managing their assets with a plan to take control of their finances and feel confident about their future.
Our services include financial planning, retirement services, investment advisory services, insurance solutions, and exit & succession planning for businesses. 98% of business owners in the U.S. haven't had an appropriate valuation completed. Our Business Check Up helps you understand your company's value and checks your blind spots to make sure you understand and maximize the true value of your biggest asset.
Our services include financial planning, retirement services, investment advisory services, insurance solutions, and exit & succession planning for businesses. 98% of business owners in the U.S. haven't had an appropriate valuation completed. Our Business Check Up helps you understand your company's value and checks your blind spots to make sure you understand and maximize the true value of your biggest asset.
Services
Our partners bring a combined 75 years of experience as a strategic resource to help simplify your financial life. Serving clients in the Pacific Northwest and across the country since 1979, we provide you with unbiased advice based solely on your needs and goals. As a multi-generational firm rooted with an entrepreneurial spirit, we understand the challenges that families and businesses face in both good times and bad.
Insurance Company's Portland office, Thomas B. Hood & Associates. As a Linfield graduate and member of their College Athletics Hall of Fame, being a part of one of the most successful sports programs in the country ingrained winning culture into Jeff's DNA.
The vision for his future company came from legendary Linfield Coach Ad Rutschman's 5 Steps to Success, and its foundation came following the footsteps of the two most successful people he knew, his uncles Tom and Jim Hood.His determination to succeed at whatever he did turned into success for his clients, and as his work with families and business owners evolved over the years, he realized the demand for more full-service planning.
The vision for his future company came from legendary Linfield Coach Ad Rutschman's 5 Steps to Success, and its foundation came following the footsteps of the two most successful people he knew, his uncles Tom and Jim Hood.His determination to succeed at whatever he did turned into success for his clients, and as his work with families and business owners evolved over the years, he realized the demand for more full-service planning.
Wealth Management is an encompassing term that covers both financial planning and investment management. As a wealth management firm, we believe these two strategies go hand in hand. Building a financial plan, both personally or for your business, can drive investment management based directly around your goals, your timeline, and your vision for your future.
Building financial security, much like building a house, doesn't happen overnight - it takes time, diligence, and proper planning. And just like building a house, having a blueprint for your financial picture can create a sound structure for financial freedom. Working with BPG Wealth Management to create a financial plan can help you develop a holistic approach to your finances.
We want to make your business more profitable by providing quality and tax-advantaged benefits that help both you as well as your employees. We will work with you to identify your business goals and recommend strategies that can help you get there. As your financial partner who cares deeply about your success, we work with you to strategize and recommend how you can recruit, retain and reward your businesses and employees.
Reviews (2)
Seth Monson
Jan 13, 2019
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Erica Mooney
Dec 13, 2017
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Jeff and John were very helpful and informative. My husband and I have life insurance through BPG. We even got Fitbits included. My husband and I are competitive so we try to beat each other. I am definitely going to keep using them and recommend them to family and friends. When we have children hello college fund :)
