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Wealth Management with a personal touch

Life's journey is not always about risk and returns... the day to day ups and downs require people who listen and people who care...
At BGS our life "value" proposition is to allow us to become part of the decisions which make a difference in your life...

Our mission is to provide you the guidance to pursue life's rewards. We were founded with the goal of assisting our clients in every
aspect of their financial lives. We strive to create stability and confidence for our clients through financial independence.

Establishing a plan that's right for you is our top priority. You will receive a personalized level of service that gives you the specific
advice needed in order to pursue your goals for you and family.

Whatever Your Goals Are,
We Can Help You Get There

During your wealth management journey, it is important to understand how different market types may affect your investment strategy, and also investment experiences. We'd like to introduce a simple yet powerful metaphor: Sailing & Rowing


Mario V. Sicari AIF CLU ChFC CLF

Registered Representative, Investment Advisor Representative

5 Years Cetera Financial Specialist

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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."

Robert Fogel

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