Private Wealth Management

BPU Investments

BPU Investments

BPU Investments

Affluent investors require comprehensive and sophisticated investment and financial planning solutions. High net worth individuals and their families must also address wealth transfer and succession planning and related estate and income tax considerations. BPU Investment Management’s Private Wealth Management practitioners help clients and their families recognize and plan for these unique issues, all within a suitable investment risk framework.

BPU’s professionals are qualified to guide clients in many areas:

Investment Management

Retirement planning

Brokerage Services
  • Strategic and tactical asset allocation
  • Investment selection and implementation
  • Portfolio monitoring and rebalancing
  • Creation of individual bond portfolios
  • Purchase in sales of stocks
  • Life and annuity products

Asset Analysis and Planning

 Wealth Protection and Transfer
  • Concentrated wealth and low basis stock
  • Executive compensation
  • Stock options
  • Restricted stock
  • Business ownership
  • Risk management and asset protection
  • Estate tax management