Wealth Management Program

Wealth Management for Customers.

Offer financial planning & investment services to your customers.

A turnkey full service wealth management program for customers.

The BWG Wealth Management Program provides your customers with financial advice and investment services from a dedicated financial advisor. Our team handles all components of the program including investment & advisory services; technology; administration; compliance; and program management. The program is free to your bank and generates recurring non-interest fee income.

Designing Your Program

We understand that you may have specific goals and objectives for your wealth program. Each program may be tailored for your bank and to best serve your customers. We may also provide best practices and guidance on how to successfully establish and grow the program. We partner with your team to design and implement a business strategy tailored to the needs of your customers.

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Program Features

The Wealth Management Program encompasses all that is required to provide your credit union with a comprehensive, modern financial planning and investment management service.

Dedicated Financial Advisors

Your bank is provided with licensed, trained, and knowledgeable financial advisors. Our advisors operate as fiduciaries, which requires them to work in the best interest of clients. Advisors provide all clients, regardless of their account size, with personalized financial planning and investment management services. Advisors work floating schedules allowing them to meet with clients during normal business hours, evenings, and/or weekends. Clients have the option of meeting with their advisor via chat, email, phone, video conference, and/or face to face.

Investments

Our in-house investment team curates a range of managed portfolios across the spectrum of investment objectives, risk tolerance, values, and tax situations. Portfolios can be customized to meet the investment needs and goals of clients. Portfolios are composed of commission free mutual funds, ETFs (exchange traded funds), stocks, bonds, and/or annuities. Account types include Individual, IRAs, Joint, HSAs, and retirement plans (401(k); 403(b); 457; cash balance).

Digital Investment Portal

Clients may access their investment portal with features including: digital onboarding / account opening, interactive goal based financial planning, detailed portfolio reporting, data aggregation for held-away accounts, and a secure document center. Clients may access their portal 24/7 from their desktop, mobile, or tablet.

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Credit & Debt Reporting

Each client working with an advisor can have credit and debt information analyzed and reported by to the bank. These analytics can identify a client's credit score, outstanding loans, mortgages, credit cards, and more - including interest rates and monthly payment amounts. These can create excellent opportunities to bring more business back to the bank through other banking services that may be offered to each client, specific to their situation and needs!

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