Is BMF Wealth
right for me?

Our typical clients are:

  • High net-worth individuals.
  • Own financial net assets of over $2.5 million in value.
  • Minimum portfolio size of $2 million.
  • Focused on protecting and growing their wealth.
  • Close to retirement and looking for a way to manage their standard of living in retirement.
  • Looking to protect and grow capital for generations to come.
Contact Us For A Strategy Session