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The BVB Group
Imagine a partner that helps you achieve the things you want for yourself and those you care about most.
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Leaving Your Lasting Legacy
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.
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.
We believe strongly in supporting various charities not only by serving on Boards, but also through donations and time.
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.
Financial Advisor | Managing Director
Financial Advisor | Director
Senior Client Specialist | Assistant Vice President