B&L Wealth Group, LLC

B&L Wealth Group provides financial planning, consulting and investment management to individuals, trusts, estates and business entities, delivering both stand‑alone planning engagements and discretionary portfolio management. The firm requires minimum portfolio thresholds for its advisory services and works with a notable non‑U.S. client base, with a separate onboarding process for international custody relationships.

The firm builds tailored asset allocations based on client risk tolerance and time horizon and implements portfolios using mutual funds, ETFs, individual securities, independent managers, structured products and derivatives. It also offers a proprietary concentrated equity Flagship strategy that typically holds about 20–40 large‑cap positions and may use equity options and leverage, and makes performance‑based fee arrangements available to qualified clients subject to a high‑water‑mark provision.

Compared with peers, B&L Wealth Group is a small, recently registered adviser with two primary advisors managing roughly $9.29 million in discretionary assets while advising a larger pool of assets under advisement, an uncommon mix for a firm of this size. The brochure also discloses that a principal is a licensed insurance agent and describes procedures intended to address related conflicts, alongside the firm’s unusual combination of international clients and performance‑based fee offerings.