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Financial Advisor For Business Owners

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Personal Wealth

Your Wealth, Our Priority

From investment strategies to estate planning, we provide personalized wealth management services designed to align with your life’s goals and values.

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Disclosure

BGA TEAM

It’s OK if you’re not old money. Neither are we.

It’s not that we have anything against inherited wealth. It’s just that most of our clients have built theirs the same way we’ve built our firm: Through hard work.

Meet our team
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Amy Betts
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Bob Gucer
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Jaime Benedetti
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Jeffrey Cone
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Jennifer Clouse
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Adam Howard
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Christopher Cristallo
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David Bernard
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Garrett Leroux
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John Jarvise
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Cyndi Bernard
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Dayna G. Adams
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Greg Urovsky
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Heather Gardner
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Kharissa Gabaree
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Liz Simon
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Robin Accardo
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Theresa Kovach
Aaron Schuler
Aaron Schuler
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Andrew K. Hoffman
Bryant Swann
Bryant Swann
Cameron Ray
Cameron Ray
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Cher Scout

retirement quiz

How prepared are you for Retirement?
Take our educational Quiz to Find Out!
Is Your Retirement
Journey on Track?
01/06
Your age helps provide context for retirement planning time horizons.
next question
02/06
Use your gross annual income before taxes and other deductions. Income is one factor used to understand potential saving capacity.
next question
03/06
Include retirement accounts such as 401(k)s, IRAs, and any employer contributions.
next question
04/06
Include contributions to workplace retirement plans (e.g., 401(k), 403(b)), IRAs, or other savings accounts, as well as any employer contributions. This information is one factor used to understand your current retirement saving patterns.
next question
05/06
Consider how your spending may differ based on factors such as housing costs, commuting, travel, or lifestyle choices. Will your mortgage or rent be paid off? Will commuting or work related expenses change? Do you expect to spend more or less on travel, hobbies, or entertainment?
next question
06/06
What's my score
Your results are ready To view your complete retirement readiness results,
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Your age helps provide context for retirement planning time horizons.
This field is hidden when viewing the form
Use your gross annual income before taxes and other deductions. Income is one factor used to understand potential saving capacity.
This field is hidden when viewing the form
Include retirement accounts such as 401(k)s, IRAs, and any employer contributions.
This field is hidden when viewing the form
Include contributions to workplace retirement plans (e.g., 401(k), 403(b)), IRAs, or other savings accounts, as well as any employer contributions. This information is one factor used to understand your current retirement saving patterns.
This field is hidden when viewing the form
How do you expect your expenses to change in retirement?*
Consider how your spending may differ based on factors such as housing costs, commuting, travel, or lifestyle choices. Will your mortgage or rent be paid off? Will commuting or work related expenses change? Do you expect to spend more or less on travel, hobbies, or entertainment?
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How would you describe your investment style?*
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Why Choose BGA

A Different Kind of Wealth Management Firm

We exist to simplify the lives of our clients and bring them financial peace of mind.
Our three core values drive everything we do.

01
Service
We place the interests of our clients ahead of our own and go above and beyond by being responsive, consistent, and kind.
02
Integrity
We believe in doing the right
thing simply because it is the
right thing.
03
Knowledge
We have a growth mindset, we are resourceful, and we never stop learning.
Schedule an Appointment
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Who We Serve

Tailored Services for Every Stage of Life

Whether you’re a business owner, retiree, young investor, or someone navigating a life transition, we provide customized solutions to meet your unique needs.

Business Owners & Executives
Retirees
Pre-retirees
Young Investors
Widows & Divorcees

Resources

Latest Updates and Insights
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MEDIA

Jaime Benedetti and Bob Gucer speaks on a variety of financial topics. View All

BLOG

September 21, 2025
Harvesting Better Outcomes: Why Fall Is the Right Time to Revisit Your Plan Design
August 5, 2025
No Tricks, Just Treats: The Power of Auto Enrollment
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Latest Podcast Episodes
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Financial Advisor For Business Owners : Tax & Cash Flow Advice
#35 – Markets in Focus: Geopolitics, Inflation, and Portfolio Diversification
#34 – The State of the Economy: Slowing, Not Stopping
#33 – Know When to Hold ’Em: A Guide to Company Stock
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Ready to Get Started?

Build a legacy, not just a portfolio.

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