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We specialize in working with trusted advisors in financial planning, risk management, tax and legal planning to design and implement life insurance strategies for high net worth families and successful entrepreneurial clientele.
CLIENTS WE SERVE:
Financial Institutions
Professional Advisors
Private Client
FINANCIAL INSTITUTIONS
BFA Wealth Partners provides point of sale partnership to financial institutions, including national private banks, wirehouses, and private wealth broker-dealers.
With 20-plus years of institutional experience, BFA Wealth Partners is an industry leader in delivering client value to our financial institution partners. We understand the complexities of the advisor/client relationship and the collaboration required to integrate sophisticated, unbiased insurance solutions into wealth planning. Our strategic alliances with advisors and their wealth planning team members create a highly customized approach.
Over 20 Fortune 100 Financial Institution Partners
SOME OF OUR INSTITUTIONAL PARTNERS:
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BFA Wealth Partners also works with Wells Fargo Advisors, Merrill, and Bank of America.
PROFESSIONAL ADVISOR
Our partnerships extend across the full spectrum of professional advisors. Through collaboration we deliver imagination and creativity for customized life insurance solutions to our mutual clients.
PROFESSIONAL COLLABORATION
RIAs &
Family Office
CPAs &
Tax Planners
Legal Counsel
Property &
Casualty Advisors
Private & Commercial Bankers
PRIVATE CLIENT
Our Private Client services are designed to meet the sophisticated insurance needs of high-net-worth individuals, generational families, and entrepreneurs. Our customized solutions meet at the intersection of personal, business and estate planning in partnership with our client’s wealth management, tax and legal planners.
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