BG Wealth Management is a team of experienced financial advisors based in Pepper Pike, OH. Led by Senior Vice President Charlie Bergman, they have been helping clients navigate the financial markets for over 28 years, offering personalized strategies that incorporate individual stocks and bonds, model portfolios, and third-party investment strategies.
With a commitment to client service and the resources of a global financial leader, BG Wealth Management provides a personal touch backed by extensive research and expertise. Their team also includes Justine Greenwald, a seasoned financial advisor with over twenty years of experience, and Lisa Moavero and Alona Porat, dedicated client associates. Together, they work with clients to understand their priorities and concerns, helping them confidently pursue their life goals.
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