BGM is a firm of entrepreneurial and proactive CPAs and Advisors. They understand and appreciate the entrepreneurial spirit that can exist inside any business because it exists inside their own. They anticipate needs, generate ideas, provide insight and identify opportunities. Through auditing, accounting, tax, and advisory services, they work with clients to create innovative solutions to help businesses grow. Additionally, as a Registered Investment Advisor, BGM acts as a client’s personal CFO, providing comprehensive wealth management services to entrepreneurs, small business owners, corporate executives and high-net-worth individuals. Specializing in financial planning strategies, investment management and tax planning, BGM cultivates long-term relationships with their clients and develops financial plans to help them realize their life and financial goals.
As an independent public trust company and a trust services partner, Cornerstone serves as trustee for dynasty trusts, charitable remainder trusts, revocable living trusts and trusts under wills. They serve as the agent for individual trustees, and as conservators, personal representatives and executors of estates. Additionally, as a retirement services partner, Cornerstone actively serves both their plan sponsors and their employee participants. From high-quality investment options to compliance, Cornerstone creates the right plan for businesses, delivered on the foundation of exceptional service.
MGI Worldwide is one of the world’s oldest networks of independent audit, tax and accounting firms. A Top 20 ranked international accounting network with almost 9,000 independent accountants, auditors, CPAs and tax experts in some 400 locations worldwide. With a rich history, strong regional and international presence, and growing community of independently-owned member firms throughout the world, MGI Worldwide has become a leading light among other global accounting networks and associations.
Element is a multifaceted consulting firm for IT services, cybersecurity, document management and technology education. Element uses their collective expertise with over 200 years of combined experience to deliver solutions for businesses. Element’s passion for customer service reflects in their people and defines who they are. Element’s team has the depth and breadth to tackle a wide range of issues and the ability to provide thought leadership to clients.