Kimberly J. Brumbaugh recognized as a 2011 Brava! Women Business Achievement Winner for Smart CEO Magazine

Financial Planning & Investment Advisory

The professionals of BWMG are dedicated to working with high networth individuals in offering sophisticated wealth management solutions by providing access to fee-based investment platforms, innovative investment strategies, and alternative investments.

Estate Planning & Wealth Transfer  

We offer estate planning and wealth transfer services to protect and preserve wealth during our clients' lifetime and plan for the next generation through estate, business succession and charitable giving plans.

Special Needs Planning

Through our MetLife Special Needs Planner we are well versed in serving families that have dependents of all ages with disabilities.  Our services include educational workshops and individual planning to address critical areas of concern such as government benefit eligibility, reivew of guardianship and determining the proper funding vehicles to not only assure lifetime care but quality of life.

Business Planning

We advise business owners of closely held and family owned businesses to achieve the most cost effective, tax efficient financial strategy possible.

Corporate & Executive Benefits  

Our resources are extensive in helping employers of all sizes with the design, selection, and implementation of benefit and retirement plans for their employees and executives. Educational information is available to keep employees informed about their compensation packages, including stock options and grants, deferred compensation and executive bonus plans.

Our firm conducts business nationally with individuals and corporations.  We've built strategic relationships with other profressionals over the past decade to position ourselves as trusted advisors and a resource.

*Investment Advisory Services offered by MetLife Securities, Inc. (MSI), 200 Park Avenue, NY, 10166, (member FINRA/ SIPC), and a registered investment adviser. 

 **Financial planning services are offered through qualified Financial Planners of MetLife Securities Inc., MSI is a Registered Investment Adviser, 1095 Avenue of the Americas, New York, NY 10036.  MetLife does not provide tax or legal advice. Please consult your tax advisor or attorney for such guidance.