About BH Wealth Management

Experienced, reputable financial management.

At BH Wealth Management we understand that your individual financial situation is unique and deserves an equally unique approach designed to help put you on track to reaching your financial goals.

We at BH Wealth Management have been involved in financial planning, advising and business consulting for over 25 years. We work with high net worth families across multiple generations. We help our clients match their life goals to their investment plan.

We help our clients accumulate and protect their wealth, create lifetime income and eventually transfer their wealth to their children, grandchildren or charities.

We facilitate client goals through our proprietary MoneyCapsules^®strategy created by our President, Jaimie Blackman. The Using MoneyCapsules^® clients are able to make better money decisions based upon the 7 essential building blocks for financial health. For more information on MoneyCapsules^® please visit our website:
MoneyCapsules.com

Because we are an independent firm, we have no obligation to sell proprietary products or services, so we can be openly selective in offering only those investment products and services that we believe are best suited to help meet your financial objectives and goals. This is the objectivity afforded by working with an independent financial consultant. We offer you timely, unbiased investment advice, and promise to do so with the highest level of integrity and service.

We are proud to be working with First Allied Securities Inc., an Advanced Equities company, FASI is one of the leading full-service independent brokerage firms in the nation. Our clients assets are held by Pershing LLC a subsidiary of Bank of New York Mellon.