Bain Wealth Group has developed a discovery process to help us understand your personal goals. We utilize a knowledgeable and experienced team of professionals to focus on all wealth related issues, develop strategies and offer solutions to reach these goals. We offer a comprehensive range of services which include:
Investment & Portfolio Management
Corporate Investment Accounts
Insurance Based Solutions
Will & Estate Reviews
Estates & Trusts
Tax Minimization Strategies
Charitable Gift Program
Business Succession Planning
We work together with your tax & legal advisors to implement the ideas that make sense for you.
We are committed to providing you with the personalized service you deserve. Clients entrust their wealth to us confident that our approach will net them solid, long term results and prepare them for the future.
Our strong client retention can be attributed to our exceptional client service, dedication to excellence, and to our investment record and returns.
Our clients receive regular performance reports, timely statements and portfolio rebalancing recommendations.