Who We Are
Known as one of Baltimore’s premier Wealth Management teams, BGW works hard to differentiate itself from other Financial Advisory teams. By spending time to understand a client’s background, goals, and dreams; our team works hard to develop custom investment plans for each family. But the work does not stop there. Our team strives to reach further and connects with other key professionals in the clients financial circles. By reaching out and connecting with the client’s CPA’s and Attorney’s, our plans and strategies are well thought-out, creative, coordinated, well executed, and verified. Creating investment plans that are well developed and well executed helps to keep our clients (and our client’s families) content; realizing that all financial matters are being addressed. Frequent communication is key in our process.