BPG Wealth Management

BPG Wealth Management A Strategic Financial Planning Partner for Businesses and Families Securities offered through Osaic Wealth, Inc. member FINRA/SIPC.

BPG Wealth Management is a full service multi-generational financial planning firm that serves as your strategic partner in helping to create financial independence and confidence through the most crucial stages of your life. Our goal is to provide families, business owners, executives, and those looking for guidance in managing their assets with a plan to take control of their finances and feel c

onfident about their future. Our services include financial planning, retirement services, investment advisory services, insurance solutions, and exit & succession planning for businesses. Please visit our website for more information: www.bpgnetwork.com

We are licensed to sell Securities in the following states: AK, AZ, AR, CA, CO, ID, KS, MN, MT, NV, NC, OR, VA, WA, WY. We are licensed to sell Insurance Products in the following states: AK, AZ, CA, ID, NV, OR, UT, WA. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
09/02/2026

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.

Second marriages are a trigger event to revisit any existing estate strategies.

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers a...
08/31/2026

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

Whoops... Sorry, for some reason the page you are looking for does not exist. We may have changed the address of the page or the page may no longer be in use.

An ILIT could play a role in your estate strategy.
08/28/2026

An ILIT could play a role in your estate strategy.

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Many people are worried about Social Security lasting until they retire. Watch this video to learn more about why that's...
08/26/2026

Many people are worried about Social Security lasting until they retire. Watch this video to learn more about why that's more hype than truth.

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

Are you thinking about 530A Accounts, also known as Trump accounts? Our new article covers the basics!
08/24/2026

Are you thinking about 530A Accounts, also known as Trump accounts? Our new article covers the basics!

Just entering retirement? Here's what you need to know.
08/21/2026

Just entering retirement? Here's what you need to know.

Regardless of how you approach retirement, there are some things about it that might surprise you.

How much more would you have to save for retirement if you owned your home rather than rented? Would it surprise you to ...
08/19/2026

How much more would you have to save for retirement if you owned your home rather than rented? Would it surprise you to learn it might be several times less? Learn more about the relative advantages below.

How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.

Your earning potential over a lifetime is one of your biggest assets. See a projection of what your career income could ...
08/17/2026

Your earning potential over a lifetime is one of your biggest assets. See a projection of what your career income could add up to over time.

Estimate how much you may earn over your working years based on your current income.

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance fr...
08/14/2026

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance from a financial professional who is familiar with the strategy.

You may have heard the phrase

08/12/2026

The truth is a little more complicated with these personal finance idioms.

Address

10151 SE Sunnyside Road , Suite 460
Clackamas, OR
97015

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 4pm

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