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

         Financial Planning

         Insurance Based Solutions

         Retirement Planning

         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.