BGW Wealth,

1616 Camden Road, Charlotte, NC 28203

BGW Wealth is a finance institution located at 1616 Camden Road in Charlotte, North Carolina, United States. With a deep understanding that there is no one-size-fits-all approach to wealth management, BGW Wealth offers a comprehensive range of services tailored to the unique needs of each individual and business owner.

Led by Owner & CEO, Ben McDonald, the team at BGW Wealth brings decades of business ownership experience to the table, offering expertise in areas such as business valuation, operational agreements, succession planning, estate planning, and tax strategies. In partnership with BGW CPA, the institution provides a holistic wealth management process that goes beyond simply picking investments, encompassing tax strategies, investment management, financial planning, estate strategies, and more.

At BGW Wealth, the focus is on building wealth for everyone and helping clients live the life they want while leaving a meaningful legacy. The institution takes a personalized approach to each client, getting to know them, setting goals, and aligning values to ensure a good fit. Regular reviews and updates ensure that as clients' needs and businesses evolve, so too does the plan.

With a team that views themselves not as employees, but as innovators and family, BGW Wealth is dedicated to providing exceptional service and support to help clients achieve their financial goals and secure their financial future.