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Our Practice

Our Practice

The BVB Group is a team of wealth management professionals who have experience working with affluent individuals and families. Our team members have broad expertise to support our clients' wealth management needs including three CFP® certifications, an MBA and a JD.

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Our Process

Our Process

The relationships we build with our clients and their families is the most rewarding part of what we do. We view our clients as a partner in our process as we help them achieve peace of mind in their financial security.

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BVB Group Gives Back

BVB Group Gives Back

We believe strongly in supporting various charities not only by serving on Boards, but also through donations and time.

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How we can help you

How we can help you

Helping our clients through financial decisions is our top priority. We've highlighted a few case studies that give insight into some of the services we offer, helping navigate unique situations and the impact its had in their lives. 

Meet Our Team

Jennifer Ewert

Jennifer Ewert

Senior Client Specialist | Assistant Vice President

The Business Cycle

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

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