Our Philosophy

We believe in the big picture, not the next big thing

It all starts with a promise to do what's right for you

At BST Wealth Management, we are fiduciaries which means we adhere to the highest legal standard to act in your best interests and do everything we can to help you reach your most important goals. This means making recommendations based on what decades of peer-reviewed financial research has shown to be the right way to invest. It means getting to know you, your family, your goals and your most important dreams. It means crafting a plan that touches on – and improves – the most important aspects of your life.

Comprehensive Wealth Management

As a comprehensive wealth management firm, we offer an array of approaches and resources for integrating your financial planning, investment management, risk management, education planning, retirement planning, estate planning, philanthropy and related interests into a cohesive whole.

But more than what we do, we distinguish ourselves by how we do it. What are your greatest life goals and challenges? What are the big decisions that will help or hamper your success? Beyond the money-making considerations, what personal hurdles do you need to address?

Focus the practical to the sublime

As your wealth managers, we partner with you to focus on your financial success. The financial media generates an incredible amount of unhelpful noise. We help you tune it out. In our experience, accomplishing your most important goals doesn’t happen by chasing the latest “hot stock,” but by working with an advisor who understands the science of investing and uses it to help clients focus on the big picture.