Frequently Asked Questions

Many people approach us with questions about our firm, our approach, and what sets us apart from other investment advisors. So, why choose BBK?
 

To make things easier for you, we’ve compiled a list of the most frequently asked questions from prospective clients during their search for the right advisor.

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General

BBK Wealth is a registered investment advisor in the state of Indiana, offering expert investment management and financial planning services. Committed to the highest standards of fiduciary care, we help investors achieve their long-term goals through a strategic and thoughtful planning process.

When you partner with BBK to manage your investments and develop your wealth, you can expect a personalized and fulfilling experience that goes beyond traditional financial planning.

Current BBK Wealth Management Advisor Team

Tyler Smith           

Tyler Smith – Managing Partner & Advisor 

Brandon Gregg            

Brandon Gregg – Managing Partner & Advisor     

 

Interested in joining our team?  We’re always interested in enhancing our client experience.  Reach out to learn more…

At BBK Wealth, our approach to asset management begins with what matters most to you. We help clients achieve their investment goals through strategic portfolios designed with a diversified, all asset approach to asset and style allocation.

Our process is built around understanding your unique circumstances. We take the time to learn about your goals, financial needs, health, family dynamics, and even what brings you joy. This proven process ensures that every recommendation is presented and evaluated for you.

As a fiduciary, we uphold the highest standard of care, acting solely in your best interest. This goes beyond simply offering suitable advice—it means that every decision we make is designed to align with your long-term success and protect your financial well-being.

Communication is a cornerstone of our service. At BBK, you’ll hear from us regularly, regardless of market conditions. We’re here to keep you informed and provide clarity, so you can feel confident and secure about your financial future every step of the way.

Through wealth management process, we help individuals and especially families achieve their long-term financial goals.

We work with clients in the state of Indiana and nationwide – depending on your needs. 

As a client, you’ll benefit from a comprehensive financial plan tailored to your unique needs, helping you confidently save, spend, and invest. Our services include financial planning, budgeting, cash-flow analysis, estate and tax planning, and strategies to maximize Social Security benefits.

For accredited investors, we also offer access to alternative asset opportunities, including private equity, real estate, and other non-traditional investments designed to enhance portfolio diversification and potential returns. These strategies align with your overall financial plan and are managed with the same meticulous care as all our services.

At BBK Wealth, we aim to empower you as an informed, disciplined investor. You’ll have a dedicated advisor on your team to help you understand your portfolio, keep you informed about what’s happening in your account, and explain the rationale behind every decision.

Your advisor stays in regular contact through all market conditions and serves as your go-to resource for any financial questions or services you need.

Unlike some advisors, we don’t earn commissions on trades. Instead, we use a fee structure that’s based on your financial situation.  This means we’re always focused on your best interests, and when you do better we do better.  As a team – we work toward what matters to you most.

Our fee structure has two components;  we offer both financial planning services and investment management.  Please reach out to a BBK advisor for specifics on what we could provide for your situation.  There is no long term commitment required by BBK.  We believe by working as a team – we will succeed together.

 

BBK Wealth is dedicated to serving families and individuals with planning or investment management needs, regardless of their investment size. We believe that everyone who seeks financial guidance deserves respect, care, and personalized support.

At BBK, there are no investment minimums. Our programs are designed to ensure that anyone brave enough to ask for help receives the thoughtful guidance and comprehensive solutions they need to achieve their goals.

We proudly work with clients who have worked hard throughout their lives, providing tailored investment strategies, custom financial plans, and consistent, proactive communication to support them every step of the way.

 
Becoming a BBK Wealth client is simple and straightforward — just reach out to us!

We’d be delighted to connect with you and learn about what matters most in your financial journey. Our intentional, hands-on approach ensures a smooth onboarding process that respects your time, keeps you informed, and minimizes the paperwork.

New clients can now complete onboarding digitally! Ask a BBK advisor about this convenient option to get started seamlessly.

At BBK Wealth, your security and privacy are our top priorities. We’ve implemented a robust, multi-layered security protocol in collaboration with trusted partners to ensure your information and assets are fully protected.

How BBK Works to Keep You Secure

Personalized Oversight: Your BBK advisor serves as your primary point of contact and knows your personal situation. If we receive an unusual or abnormal request, your advisor will pause any action until confirming directly with you.

Advanced Data Security: BBK Wealth is backed by comprehensive data management systems and security policies designed to protect your sensitive information from both external and internal threats.

Third-Party Custodian for Asset Protection: While we manage your investments, your assets are securely held by our trusted third-party custodian, Charles Schwab. This arrangement reduces conflicts of interest, promotes transparency, and ensures your assets are safeguarded.

Privacy Assurance: Rest easy knowing that we never share or sell your personal information for marketing purposes.

Learn more about how BBK partners with Schwab to protect your assets below!

Learn more about how BBK partners with Schwab to protect you!

Please email us at thoughts@bbkwealth.com with any questions, comments or concerns.

Also, learn more about BBK Wealth, here.

Of course you can!!!

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Investments

BBK Wealth takes an active, disciplined, and global approach to managing money. We begin by understanding your unique goals, needs, and overall financial picture so we can design a portfolio tailored specifically for you.
 
Your investment objectives, combined with our market outlook, guide the creation of your asset allocation—your personalized mix of stocks, bonds, cash, or other securities.
 
As your goals or market conditions evolve, we proactively adjust your portfolio to ensure it remains aligned with your long-term objectives while also supporting your cash flow needs.
 

We thoughtfully and rigorously analyze markets, identify tactical investment opportunities, and select individual securities—whether stocks, bonds, or other assets—for your portfolio. This disciplined process ensures your investments are strategically positioned to deliver sustainable growth and resilience.  

For accredited investors, BBK Wealth offers specialized expertise in alternative investments.

We provide guidance on incorporating opportunities such as real estate, private partnerships, and digital currencies into your portfolio. These non-traditional assets can enhance diversification and unlock new avenues for growth, helping you build a robust, future-focused investment strategy.

Our custom, disciplined, and global approach to wealth management has empowered clients across the nation to plan their financial futures with confidence.

BBK Wealth, founded in May 2020, has been proudly crafting custom portfolios from day one—and we remain dedicated to delivering personalized investment strategies tailored to each client’s unique goals and needs.

If you are interested in our current recommendations or offerings available to accredited investors, reach out to  BBK advisor for a custom report.

BBK Wealth focuses on families with planning or investment management needs. We do not have a minimum investment. 

BBK prospective clients do not need to worry about investment minimums.  We have programs in place to insure all who are brave enough to ask for help will receive the respect and care they deserve.

We’re dedicated to serving clients who have worked hard throughout their lives with investment advice, custom designs and ongoing support communication.

BBK is an independent wealth management firm, offering the freedom to provide a virtually unlimited range of investment options tailored to your needs.

We specialize in managing traditional assets, digital assets, and retirement accounts with expertise and care.

Connect with us today to learn more!

Planning

Financial planning is a process that determines the actions you should take in order to reach your financial goals. This process is much more than choosing investments. Your financial plan will cover all areas of your life (both financial and non-financial); this will help address all of your blind spots.

If financial planning is done correctly – you will no longer waste time justifying your decisions.  They will be validated through a proven process to guarantee success.

Your financial plan will cover the following areas: 

  • Net worth and Income & expenses 
  • Insurance – Home, auto, liability, disability, life & health, and long-term care
  • Investments
  • Retirement
  • Taxes & tax planning
  • Estate planning

Many individuals are only working with a financial advisor so they can have their investments managed. While a financial advisor managing your money is able to invest the money in a way that’s consistent with your goals, they are not able to provide thorough advice & guidance on other areas of your life. Investments are just a small part of your overall financial picture. Financial planning puts your advisor in a position to provide thorough and complete financial advice for anything life throws your way; a financial plan will help build your confidence and help give you a successful financial future.

Taxes are at the center of every decision you make. They’re also typically the largest expense that you’ll encounter throughout your lifetime. We commonly see individuals who have no plan in place to address taxes. Our financial planning process is designed to help minimize your lifetime tax bill and capture various tax opportunities so you can be sure that your blind spots are being addressed.

One of these guys.  

Brandon Gregg BBK Wealth

 

A financial planner should always prioritize your interests above their own. However, it’s important to understand that some financial planners receive compensation for selling specific products or solutions, which can influence the advice they give.

In contrast, “fee-only” advisors operate differently. They are compensated solely through transparent fees for their services and do not earn commissions or sales-related compensation. This fee-only structure helps minimize conflicts of interest, ensuring that their advice and recommendations are aligned with your best interests.

Our financial planning services are designed to meet your unique needs and goals. We offer two flexible options: ongoing support or a one-time service.

For individuals seeking continuous guidance, we provide a subscription-based financial planning service. This option offers ongoing advice and support for a flat monthly fee, giving you the flexibility to maintain the service for as long as you need.

For those who prefer a one-time engagement, we offer comprehensive financial plans. This service is ideal for individuals looking for a second opinion or a status check on their current financial situation. The one-time service is priced based on the complexity of your needs, providing tailored insights without ongoing commitment.

No matter which option you choose, our goal is to provide personalized, actionable strategies to help you achieve financial confidence.

 

For clients utilizing our subscription planning service, we meet in person twice a year and connect via phone or web conference at least twice annually. Additionally, we are available to provide support over the phone or virtually whenever you need.

For those opting for a one-time financial plan, we follow a structured three-meeting process:

  1. Discovery Meeting: We get to know your situation, priorities, and unique goals.
  2. Exploration Meeting: We take a deeper dive into your financial documents and refine your goals to build a comprehensive picture.
  3. Presentation Meeting: We present your customized financial plan, walking you through each section and offering clear recommendations and actionable advice to help you achieve your objectives.

 

Whether you choose ongoing support or a one-time plan, our process ensures personalized attention and guidance tailored to your financial journey.

Yes! We love to talk with the other professionals in your life to be certain that all areas of your plan integrate. We also proactively reach out to your CPA and attorney (as applicable) when we develop certain financial strategies; it’s extremely important to keep everyone in the loop on your plans.

We recommend updating your financial plan at least once per year or as soon as a major life change happens (like marriage, divorce, death, birth, job change, etc). Folks in the subscription planning service will receive an updated financial plan once per year as part of the on-going service.

Reach out now to learn more