Your connection to a [ LIFE ] fulfilled
Our Client Promise
Individuals, multi-generational families, and institutions have turned to us for more than 130 years, and our client promise is simple: We focus our full attention, abilities and resources on you. With collaborative advice and planning, we’ll connect you to your purpose and promise.
The Planning Process
Understanding Your Situation and Defining Our Relationship
Share your vision, values, and objectives to set the direction of our work. Together, we assess your goals to better understand your current financial situation that will build the scope of a plan.
The Deep Dive: Identify and Select Goals
Our relationship will be pointed and personal to discover what matters most to you. An open and honest conversation helps us understand what you want to accomplish — your priorities and objectives.
Analyze and Evaluate Options
Our team conducts a thorough analysis of your existing strategies and identifies gaps or shortfalls. Then, we consider potential alternative solutions for the next course of action.
Develop Planning Recommendations
We research banking, wealth management, and insurance solutions and collaborate with your outside advisors to create a personalized plan with a well-defined purpose for your wealth.
Present Planning Recommendations
We present our analysis and planning recommendations to you, sharing different models and scenarios that illustrate current and potential planning options. Together, we discuss alternatives and determine the appropriate steps toward your achievement.
Your BMT relationship team works to implement your action plans. We proactively engage and coordinate efforts among investment advisors, wealth advisors, private bankers, and outside advisors to fulfill your plan.
Progress toward your priorities is monitored carefully. Subsequent next steps in planning are updated as your goals and circumstances evolve.
eMoney: A Plan for Life1
Is our organization built to last?
Your investments are a key part of how you’ll be able to reach your goals. So it’s important to have a partner ask the right questions to discover not only what your goals are, but how you could reach them.
Estate & Trust Planning
What do I want my legacy to be?
Your legacy is more than just what you leave behind; it’s also how you leave it behind. You deserve a partner who can build the right plan to ensure the people and causes that mean the most to you will continue to thrive.
Special Needs Planning
How do I plan for a loved one
who needs support?
You have experts in Special Needs Planning at your disposal to develop the right plans to ensure your loved one has their needs taken care of, now and in the future.
Brokerage & Investments with BMT Asset Management
How can I be more involved
in my investments?
Investor has fiduciary responsibility (they and the broker shouldn’t take their hands off the wheel)
Concierge Banking & Lending Services
How do I best manage my
As your assets grow and become more complex, so do your banking needs. This is when it helps to have dedicated banking and lending experts who understand the complexities of your situation and can help with the day-to-day needs.
Insurance & Risk Management
Are the people and things
that matter most protected?
Protection from risk means you should have experts on your team to provide personalized risk management planning for your complex needs.