STRIKE THE RIGHT CHORD
with BH Wealth
Creating Financial Harmony by Finding Your Financial Voice.
Co-Founder & President, BH Wealth Management LLC.
Creator of MoneyCapsules®
Two-thirds of U.S. public and private companies admit that they have no formal CEO succession plan in place*. Your exit strategy may very well be the most important financial transaction of your life.
Is your portfolio in tune with you? Discover your risk number.
Answer a few simple questions and Jaimie can help you identify your risk tolerance as the first step to understanding your financial objectives. Click the button below to get started.
Interested in having Jaimie speak at your event? Contact Us Jaimie uses music to help simplify complex financial concepts. An educational and entertaining presentation. Bravo! Jo Frances Brown, LCSW, Director, 92nd St Y 60+ Program