Collaborative Cooperation by a Team of Professionals and Institutions

We work with industry leaders in providing you the asset management services. We do, for example, work with a qualified client asset custodian who maintains custody of your assets, helping ensure security of your assets.

Providing Client-Needs-Centered Services

Our goal in providing you asset management and financial planning services is to functionally act as your Chief Financial Officer (CFO). This means we stand ready to cogently respond to any questions, thoughts, comments or concerns you may have about anything touching your financial wellbeing.

Providing Institutional-Quality Investments

Bargeld Financial tailors its asset management, investment and financial planning offerings every individual’s unique needs and circumstances. Our client-needs-centered approach to creating and implementing financial plans ensures implementation of asset management and financial plans with fidelity to your investment goals and financial needs.

Providing Integrated Asset-Management and Financial Planning Services

We provide financial planning and asset management services whose comprehensiveness seeks eliminating blind spots in your financial journey. With this, we consider all of your financial needs when constructing or implementing your plan. Some of the factors we consider are risk management through insurance, long-term care needs, short-term and long-term cashflow needs, retirement planning needs, generational wealth transfer, etc.

Providing Services as a Fiduciary

As a fiduciary, we defend a commitment to always compliantly putting your interests above all others.