For over 20 years, Our Award-Winning Planners and Advisors Have Provided


To Businesses, Institutions and People from All Walks of Life

At BASH, we bring Value through unique differentiation of the customary client service model and experience. With our model, clients receive advice and knowledge from bringing the Analyst and the Planner to the table. This is a unique and powerfully personal meeting of the minds.

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.

 The BASH Episode 13 – Market Surge

BASH Credentials

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.

BASH Beats

The Team

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.

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