This is a special day for me. After spending many exciting years in the worlds of technology and private wealth management, I am lucky enough to say that I have designed and built a company that exists where the highlights of each intersect. BFA Wealth Management is defiantly not out to join the ranks of the traditional money managers. I think you deserve more.
As we progress on through the digital age, it strikes me that financial services companies of all varieties seem to be skewing in one of two directions; either they stand by the tired doctrines of control and secrecy, or they promise you freedom from that approach in the form of an impersonal, mostly digital experience. Well, I say it's time for a change.
I founded this company because I believe in the power of human connections, and because I know that our lives are richer when technology brings us together. When you are a BFA Wealth Management client, my team and I will do everything we can to prove those values to you - from building honest, trusting relationships with you and your family to giving you exceptionally powerful tools and valuable resources for staying informed and making key decisions.
BFA prides ourselves on our ability to help our clients negotiate challenging financial situations like concentrated positions of employer stock, and our team of professional partners is eager to work with you to help manage risk as you plan for your future. We're serious about making financial planning a collaborative, interactive process, and we know that it's time your financial partners treated you like family, not a number.
I've been fortunate enough to work with so many amazing people throughout my career - influential contributors in fields like technology, defense, energy, biotech, and healthcare. As a private wealth advisor, I am always looking for ways I can help others with money matters, and I noticed early on that our modern economy is spurring a trend in compensation packages for successful people in high-growth industries. More and more often, corporations are offering their own stock or options to their team in addition to generous salaries, and as intriguing as that can be, it can also create complications and risks. Our job at BFA Wealth Management is to get to know you, your goals, and your aspirations exhaustively, so we can help you create strategies to move away from risk and achieve your own definition of success.
We're also firm believers in education and objectivity, and to that end, we will be using ADVICE to share thoughts with you on fiscal considerations, the role of technology in all of our lives, financial matters in the news - even the evolving dynamics of contemporary wealth and how you might experience it. I hope you enjoy reading these pages, and most of all I hope you find something here that makes you think and want to share your thoughts.
BFA Wealth Management has a concise mission: to form lasting relationships and comprehensive strategies that empower, educate, and enrich. I am honored to be the steward of that responsibility, and I don't take it lightly. My team and I dedicate ourselves intensely to proving, through insight, integrity, and understanding, that everything we do is for you.
We're looking forward to welcoming your family to ours.
All the best,
Mateo James Dellovo is a private wealth advisor, financial planner, and C.E.O. of BFA Wealth Management