Since each client’s unique financial history and life goals are different, and require its own roadmap, we custom-build a plan for every single client, designed specifically for their individual trajectory. We’re proud to have been in business for over 20 years and over those years we’ve developed some of the most experienced, comprehensive and technically sophisticated capabilities in our industry. We provide our clients with an array of financial services including personal wealth management, customized financial planning, trust and estate planning, institutional investment strategies and all points in between.
BASH principals are proud to have been selected as industry leaders in the Financial Planning and Investment Advisory world. Our Founders are most grateful for this recognition which reflects and validates our Client First Philosophy.
Our principals, portfolio managers, and the administrative support teams are exceptionally qualified to serve our clients. With prestigious educational degrees, industry certifications and professional honors, we’re frequently quoted in top financial publications, and consistently recognized by many of those publications as being in their top tier of wealth managers.Get to Know Us