Professionals Providing Financial Pearls of Wisdom

We are professionals with passion and a deep knowledge in our fields of expertise. We love working with people, not systems, to help solve problems for families and businesses. We thrive off the challenge of working with a variety of clients. We are driven to be on the ones who bring differentiation to our industry.

Rooted in our history of providing financial planning advice and investment analysis, we have come together to create an experience that only few receive in financial services. Our team approach is about collaboration, transparency, and integrity. We are committed to arming clients with sage financial advice.

Matthew and Scott, the brains behind BASH, founded the company in the hopes of providing clients the experience they deserve. We know clients can get the best of both worlds in terms of working with a holistic comprehensive planner, while also sitting across from the money manager,  a CFA Charterholder,  who abides by the CFA Code of Ethics and Practice Standards, that built the portfolio’s being implemented. This is what institutions and ultra high-net-worth families expect to receive, by bringing the analyst and the planner to the table for all clients.

For over 20 years, Scott and Matthew have remained the go-to financial planners and wealth advisors, with a value-added proposition that clients have come to appreciate. With our comprehensive and personalized solutions, we proudly cater to a diverse clientele. Fortunately, we’ve forged dynamic industry relationships, allowing our clients to reap the benefits of our vast resources. Thanks to our extensive portfolio of connections, our clients gain access to top-notch companies and experts.

Above all else, we’re dedicated to empowering our clients with investment knowledge. We do just that with our results-driven, custom approaches. In essence, every strategy we devise satisfies a client’s distinct needs, which promotes prosperity and financial security.

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Matthew Bagell, CPA


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