A 5-minute questionnaire covers topics such as portfolio size and top financial goals, while showing real dollar amounts of how much you are willing to risk for potential gains. Once complete, you will have a personalized Risk Number®. Contact our team to learn more about getting your risk number. 

As we respond to the rapidly changing situation surrounding the COVID-19 virus (coronavirus), we want to share with you what we are personally doing to minimize the spread of this virus and still be available to you for your financial needs.

Our office is still open for business, but the majority of our team is now or soon will be working remotely. Rest assured we have full remote communication and trading capabilities and expect to be able to service your needs with no interruption.

We will be available by phone. If no one is able to answer, please leave a message and we will get back to you as soon as possible. You can also send an email and we will call you back at our earliest opportunity. As a reminder, we are not permitted to take orders for trades that are left via email or voicemail. Also, please do not mail anything to our office during this time. If you must do business by mail, please contact us and we can give you information on how to proceed.

We know this is a challenging time for everyone, and the situation is changing daily. If you would like to discuss your financial needs or just want to check in, please call or email us at agrassi@bgwealthadv.com. As always, we are here for you.

Thank you for the trust you have placed in us, and we hope you stay safe and healthy.