$3 billion
Assets under management
As advisors to a select group of business owners, professional athletes, institutions and multigenerational families, BV Group is uniquely positioned to help you navigate the complexities of your financial life. We understand the challenges, and opportunities, you face—and can help you plan for, and pursue, the goals that matter most to you and your family.
Our highly experienced team of investment professionals and former CPAs will work closely with you to craft tailored strategies that help you grow and preserve your wealth. From impactful investment ideas to charting a path for your business exit or retirement, we are there to guide and advise you—with commitment, passion and care.
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
$3 billion
Assets under management
14 person
seasoned team
30+
Years in business as a team
Register for all event details
November 21 2024
1:00 PM-1:45 PM Eastern
Our client, a professional baseball player, had enjoyed a “celebrity lifestyle” for many years and was on the back end of a guaranteed contract. He had nagging concerns about the future that needed attention, but he was surrounded by people who were not effectively helping him. He had no cohesive plan, had not saved enough for the future and was destined to run out of money at a very early age.
Our 75-year-old client was experiencing complete financial disorganization. He was in a second marriage with two sets of children. He had also had significant philanthropic endeavors. But he had no cohesive estate plan that addressed all his priorities and accumulated wealth.
Our client, the founder and CEO of his company, wanted to build an investment and family corporate structure to maximize his wealth and minimize income and estate taxes. Selling his business was the first step. But post-sale, he was not sure if he would have enough “conservative” assets to fund his future as well as the necessary “risk” assets to invest in new deals.
Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.
Managing Director–Wealth Management
Private Wealth Advisor
Managing Director–Wealth Management
Private Wealth Advisor
First Vice President–Wealth Management
Private Wealth Advisor
Senior Client Associate
Senior Client Associate
Client Associate
Wealth Strategy Associate
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
Team Administrator
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Client Associate
Managing Director–Wealth Management
Private Wealth Advisor
Managing Director–Wealth Management
Private Wealth Advisor
First Vice President–Wealth Management
Private Wealth Advisor
Senior Client Associate
Senior Client Associate
Client Associate
Wealth Strategy Associate
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
Team Administrator
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Client Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
