The Talent
BH Wealth’s Orchestra of talented financial professionals consisting of Retirement, Investment, Risk & Insurance virtuosos, collaborate to implement our clients vision.
The Instruments
Choosing the right wealth and risk management instruments can make the difference between a mediocre performance, or a masterpiece. Our values-based approach helps us choose the right instrument (s) which best reflects your performance expectations.
The Score
The art of arranging the musical notes of a composition among the instruments of the orchestra is called scoring. Our planning team collaborates with our clients to write out all your financial notes, and you’ll receive all of the applause.
The Music
Jaimie Blackman, a former music educator, has demonstrated that music is far more than recreational entertainment.
Blackman’s The Sound of Money® financial wellness platform, is instrumental in helping people find their own unique inner voice, while creating financial harmony .
The relative attractiveness of your business to a potential purchaser will impact your overall valuation. The higher you score in this questionnaire then the higher the likely value of your business. The report should also be seen as a checklist of areas to improve upon before you try and sell your business.