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BH Wealth Management
Helping Affluent families and individuals make better money decisions to Accumulate, Preserve and Transfer Wealth.
Organize. Understand. Decide™.
Making money decisions have never been easy. MoneyCapsules ® created by our President, Jaimie Blackman, is a service offered by BH Wealth Management, which effectively integrates all of your financial resources into one consolidated picture and identifies areas of strengths and weaknesses.
MoneyCapsules ® can help you Organize, Understand and Make Better Money Decisions ™.
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In this program we developed, we were able to isolate 7 essential issues of wealth. By breaking down the complexities of the decision making process into small information capsules, we have found that our clients were able to make better money decisions with less stress.
Important decisions regarding:
- Wealth Preservation and Asset Protection
- Life- time Income which will support your life style
- Long term care for you or your parents
- Tax efficient ways to transfer wealth to your family, or charity
- Business succession planning
are all critical issues with a high price to pay, if they are handled incorrectly. A wrong decision may adversely affect your wealth over multiple generations.
MoneyCapsules® is a strategy for making better money decisions, based on the 7 essential building blocks for Financial Health.