WELCOME TO BIGHAM WEALTH ADVISORY

Financial Strategies designed, built and managed around you.

Feel financially confident.

Earning great market returns year one serves no purpose if you give all those gains back year two. Lasting wealth is created over time through compounding and then preserving not only from market dips but also from tax changes and unexpected life events.

YOUR FINANCIAL FUTURE MATTERS

WHO WE ARE

Bigham Wealth Advisory is an independent financial advising firm who works with individual and small businesses to create and manage their financial objectives.  Being independent, we are not bound to any proprietary product quotas or limited to offering only what some corporate office dictates.  Rather, we seek to utilize the best tools to achieve our client’s personal goals.

WHAT WE DO

Through a series of data gathering sessions, financial goals and objectives are established, wants and needs are identified, and tolerance for risk is discussed, leading us to the creation of a personalized financial plan.

 

 

HOW IT'S DONE

Our three-step process consists of Discovery, Planning, and finally Implementation of a tailored financial strategy.  But it doesn’t stop there, systematic reviews send use back to the beginning to then discover what may have changed, adjust the planning, and reimplement updated strategies.  Commitment to the end goal is key to being successful. 

SIGN UP FOR A

seminar

Our workshops are designed to provide individuals with essential tools and techniques of wealth strategies and planning for the future.

UPCOMING EVENTS

august, 2020

No Events

Grow

Prepare for retirement by putting your hard-earned assets to work.

  • Risk Assessed Indicator Based portfolios
  • Income Acquisition Planning
  • Tax Minimization Strategies

Protect

Protect the assets that can help you live the retirement you’ve always imagined.

  • Cash Accumulation Life Insurance
  • Cash Accumulation Annuities
  • Long-Term Care Strategies

Give

Provide for the people and causes you care about the most.

  • Estate Planning
  • Wealth Transfer Strategies

the bigham wealth advantage

GET STARTED IN 3 EASY STEPS:

DISCOVER

PLAN

IMPLEMENT

Let's start a conversation

Helping you meet your financial goals is the foundation of our business.

X
X