Katie Frazier's Contact Details

Katie Frazier's Company Details

BGM Wealth Partners

Edina, MN, US • 10 - 19 Employees
Financial Services

BGM Wealth Partners is a Registered Investment Advisor that provides comprehensive financial planning solutions to entrepreneurs, executives and high-net-worth individuals. For more than a decade, we have helped our clients achieve their financial goals and live the lives they want. As independent, fee-only advisors, we don't sell products. Instead, we provide comprehensive financial planning, investment management and tax planning strategies that give you the freedom to focus on what's truly important to you—spending time with your family, building your business and pursuing your passions.If you choose to work with BGM Wealth Partners, you can expect: • A personal relationship with a wealth partner who acts in your best interests • A customized investment portfolio • Comprehensive advice on your financial situation, from tax planning to business planning • Ongoing monitoring of your assets and a financial plan that takes into account shifting tax and legal situations • Regular one-on-one meetings to discuss your shifting concerns and objectives • A long-term relationship that will help you grow and maintain your wealth