Our Services

At BBK Wealth, we follow a proven process designed to bring clarity, simplicity, and confidence to your financial life. Our approach is thoughtful, practical, and rooted in wisdom, empowering you to navigate your journey with ease.

As an independent, fee-only financial advisory firm, we are committed to providing honest, transparent guidance tailored to your goals—because you deserve nothing less.

Take a look at our services below and discover how we can help you take charge of your financial future.

FINANCIAL PLANNING

Exceed your financial goals.

We take a comprehensive approach to your financial situation, creating a personalized plan to help you achieve your goals—whatever they may be. Our mission is to bring balance to your financial life, so you can focus on what matters most to you. To ensure flexibility and accessibility, we also offer hourly financial planning tailored to fit your unique needs.

RETIREMENT

Plan for the future.

Retirement is a pivotal stage in life, especially for those within three years of transitioning. At BBK Wealth, we specialize in helping individuals with $1 million or more in assets develop a retirement plan that provides clarity, confidence, and peace of mind.

We work closely with you to navigate the critical decisions ahead, such as optimizing Social Security benefits, managing tax-saving opportunities, and streamlining your cash flow. By simplifying your financial structure, we ensure your assets are aligned to support your lifestyle and goals seamlessly throughout retirement.

With BBK Wealth as your trusted partner, you can confidently enter this next phase of life knowing your financial future is secure and well-managed. Let us help you focus on enjoying the retirement you’ve worked so hard to achieve.

INVESTMENT

Grow your wealth with us.

We take the time to understand your unique risk profile and design a portfolio tailored specifically to your needs. With extensive experience in actively managing custom portfolios, we provide a thoughtful and disciplined approach to your investments.

What We Offer:

Independent Registered Investment Advisor (RIA): Providing objective, client-focused traditional investment guidance.
Diversified Portfolio Options: Including equities, fixed income, and ETFs.
Alternative Assets: Incorporating innovative opportunities when suitable for accredited investors.
Digital Assets: Offering exposure to Bitcoin, cryptocurrencies, and blockchain-based investments.
Real Estate Investments: Diversifying your portfolio with property-related opportunities.
Precious Metals: Adding stability and hedging through exposure to gold and other metals.

Our expertise ensures that every aspect of your portfolio is aligned with your financial goals and tailored to help you succeed.

TOTAL ASSET & WEALTH MANAGEMENT

Feel secure in your finances.

We offer comprehensive solutions to address all your financial needs. Our focus is on optimizing the returns on your assets while strategically managing other key areas, including taxes, estate planning, and cash flow management.

We can deliver this on ONE page.

TAX PLANNING

Analyze your financial situation.

Tax preparation doesn’t have to be a burden. We collaborate closely with you and your accountant to develop a strategic plan for your tax returns. Our goal is to ensure every element of your financial picture works together seamlessly to maximize your savings.

No accountant? We can help with tax prep too!

ESTATE & SUCCESSION PLANNING

Map out your future.

We work alongside you to manage your beneficiary designations, ensuring your estate plan is clear, straightforward, and aligned with your wishes. As your dedicated advocate, we are committed to safeguarding your legacy and providing expert guidance every step of the way. We partner with several local law firms to complete all the legal documentation with you.

Our Expertise Includes:

Advanced Estate Planning: Comprehensive strategies tailored to your unique needs.
Expert Social Security Analysis: Maximizing your benefits for a secure future.
Advanced Non-Financial Wealth Guidance: Addressing the broader aspects of wealth beyond finances.
Special Needs Trusts

With BBK Wealth, you have a trusted partner focused on protecting what matters most to you.

College Funding

Planning for college.

Cost of college has reached all time highs, and is certainly something that needs to be planned for. At BBK, we will help you with investment and saving strategies to help your children graduate with less of a debt burden.