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Professional wealth management
Helping you make the most of your money!
Wealth creation
Wealth management
Wealth impact
Our focus is to build long-term relationships with our customers and to help them make the right well-thought-out decisions to get benefit from their investments.
Awards
Who we serve
Individuals
Individuals trust us. We strive to optimize their financial resources.
Families
We provide families with professional wealth management advice.
Business owners
Business owners are provided with personalized wealth management plans.
Entrepreneurs
Our specialists help thousands of entrepreneurs meet their financial goals.
Services
Lifestyle Financial Planning
We provide our clients with successful investment strategies and detailed financial planning to help achieve their financial goals.
Education Fee Planning
The most important investment in your life is the investment in your child's education. We are here to help you.
Regular Savings Plans
The most straightaway method for people to build capital and achieve their objectives is through regular savings.
Retirement Planning
Our wealth management experts can help make your transfer to the retirement stress-free and enjoyable as it could be.
Health Planning
Our team of highly trained healthcare advisors is proud to provide our customers with professional health planning.
Pick a plan
Every year we offer thousands of clients international wealth management solutions to help them start their journey to wealth.
Our process
Discovery
The discovery is one of the most important parts of your financial planning.
During our first free consultation, our aim is to determine what is your financial potential and what are the goals you want to achieve. We will work closely with you to get the information needed to access your current situation.
Planning
We will develop a strategic investment plan which is essential for our cooperation.
Our experts will make a deep analysis of your financial potential and will recommend you what you need to do to achieve your goals. Bagroff Wealth Management's implementation team will activate the strategies set out in the plan.
Commitment
At this phase, we will make a decision about whether our company can add significant value.
If we want to work in conjunction, together we will find a way to achieve objectives which are important to you. We are interested in your prosperity. Your interests always stand at the forefront of our minds.
Follow up
We will regularly meet with you to discuss which actions are to be implemented.
Our team can deal with any financial related issue, manage all the paperwork, and form your short-term progression with a long-term prospect. We apply our professional ethics and responsibility so that you can trust in our professionalism.
Regular progress
We will track your progress and success through regular close communication with you
to be aware of any latest changes in your financial and personal situation. We will apply money management plan to control the progress of achieving your goals and protecting your assets.
Maintain
It's highly important to maintain your website to prolong its functionality and success.
Your online presence is one of your best investments, it's a source of your ongoing income. Like owning any vehicle, your website needs maintenance. Make regular updates to keep your website as professional as you are.
Plan your wealth now to be happy in the future!
Bagroff Wealth Management
Bagroff has been providing professional financial planning to customers around the world for more than 20 years and was established by our original UK entity StarBiz Independent Ltd.
Bagroff Wealth Management applies a personalized touch to help you make the right decisions about your assets. We are going to come along with you every step of the way to help you find and utilize practical solutions that will enable you meet your financial objectives and enrich your life. It is our job to improve your financial situation to make sure you achieve sustainable success.
Our results in numbers
30
Years in Business
2000+
Clients
$500MM
Assets
“At Bagroff, we are driven by life, not just wealth. We plan profound changes for the next 10 years of our development. We help our customers to think differently, realize their financial potential, and make confident and efficient transformations, which is essential for achieving their goals and living the full life."
- Tom Robertson, Bagroff CEO
Our experts
We have a thoroughly selected team of wealth management professionals committed to providing our clients with class services and amazing results.
Find the right wealth advisor to meet your financial needs!
Insights
Your Guide to Impact Investing (pdf)
August 12, 2018
How to Assess Your Advisor
August 10, 2018
Active Management Main Pluses
August 08, 2018
News
NewsAugust 22, 2018
Giving to Charity: Strategies to Ensure a Tax and Human Benefit Under New Tax Law
The majority of people have no opportunity to allocate charitable contributions because of the latest tax law changes in 2018. There are several options to take into account about to give and to receive.
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Press
Let’s connect
Find the right financial advisor who will understand your financial situation and meet your needs.
Address
789 2nd Avenue, New York,
NY 10016
Hours
Monday - Saturday: 11 AM - 9 PM
Sunday: 11 AM - 7 PM