201-845-7009  ·  info@bgs-fg.com 201 West Passaic Street, Suite 301, Rochelle Park, NJ
BGS CAPITAL
MANAGEMENT
EST. 2004
Strategic Alliances

Your financial life may require more than one professional. Your strategy should still feel connected.

Major financial decisions can involve multiple disciplines. Depending on the situation, a client may need to work with financial advisors, tax professionals, estate attorneys, insurance professionals, lending professionals or other specialists. BGS helps clients think about how those financial considerations connect.

How Coordination Works

One family. One connected picture.

At the Center
Client & Family
BGS Capital Management
Helps you think about how the pieces connect
CPA / Tax Professional
Estate Attorney
Insurance Professional
Business Advisor
Mortgage / Lending Professional
Education-Planning Professional

Outside professionals are independent, separate entities. They are not employees of BGS Capital Management, LLC or Cetera unless specifically stated otherwise. BGS coordinates around your goals; each professional remains responsible for their own advice within their own discipline.

Why Coordination Matters

Decisions in one part of your financial life can ripple into the others.

Retirement + Taxes

Withdrawal decisions may have tax implications.

Estate + Investments

Estate goals can influence how assets and beneficiaries are structured.

Business + Personal Wealth

Business ownership may affect retirement, liquidity, insurance and legacy planning.

Insurance + Financial Planning

Risk management decisions may help protect other elements of a financial strategy.

Family + Legacy

Financial planning may involve conversations across generations.

BGS Capital Management does not provide legal advice. Cetera firms do not provide tax or legal services. For advice specific to your situation, consult a qualified professional in that discipline.

Referring Partners

Referring & alliance professionals

BGS maintains referring relationships with independent professionals whose work often intersects with financial planning.

Donald Worster, CPA
Stephen Berlamino, CPA
Salvatore Restifo, CPA
Jonathan Rosen, CPA
Ronald Guenther, EA
Burke Grbelja Symeonides & Sicari CPAs
Jack Taylor, CPA
Brian Walsh, EA

Strategic alliance and referring professionals are independent of BGS Capital Management and Cetera unless otherwise noted. They are not employees of BGS Capital Management, Cetera Financial Specialists LLC or Cetera Investment Advisers LLC, and their inclusion does not constitute an endorsement by Cetera.

Working with professionals you already trust?

BGS is glad to coordinate with your existing CPA, attorney or other advisors — or to discuss what coordinated planning could look like for your situation.

Talk With BGS About Coordinated Planning