Our Companies
To comprehensively serve clients in a wide variety of areas and to meet ever-changing needs, the affiliated companies of the BGM Group offers business, financial, technology, and legal solutions. Guided by a unified set of values, a shared commitment to excellence, and an entrepreneurial approach, the BGM Group delivers a suite of services to complement our clients’ goals and address their needs.
BGM is a firm of entrepreneurial and proactive CPAs and Advisors. We understand and appreciate the entrepreneurial spirit that can exist inside any business because it exists inside our own. We anticipate needs, generate ideas, provide insight, and identify opportunities. Through our auditing, accounting, tax, and advisory services, we’ll work with you to create innovative solutions to help grow your business, achieve your goals, and realize your passion.
As a Registered Investment Advisor, BGM Wealth Partners acts as a client’s personal CFO, providing comprehensive wealth management services to entrepreneurs, small business owners, corporate executives, and high-net-worth individuals. Specializing in financial planning strategies, investment management, and tax planning, we cultivate long-term relationships with our clients and develop financial plans to help them realize their life and financial goals. Learn more.
BGM provides services to the cannabis industry through its subsidiary Bridge West. Bridge West CPAs and Consultants LLC is one of the first accounting firms in the world to focus solely on the cannabis industry. Jim Marty, CEO, founded Bridge West in 2012, after working with small businesses for more than 30 years in his public accounting practice. Cory Parnell, COO of Bridge West, provides consulting services in areas of inventory costing for tax and accounting, entity structure, and other complex areas.
Bridge West Consulting supports cannabis entrepreneurs as they apply for licenses, navigate state and local regulations, parse the tax code, seek financing and banking services, create business and branding plans, and more. Ari Hoffnung is the Chief Executive Officer of Bridge West Consulting and has been a cannabis industry leader since 2014. Peter Prevot, CPA, CIA, is the Firm’s Chief Operating Officer and Cory Parnell is the Chief Financial Officer.
As an independent public trust company and your trust services partner, we serve as trustee for dynasty trusts, charitable remainder trusts, revocable living trusts, and trusts under wills. We serve as the agent for individual trustees, and as conservators, personal representatives, and executors of estates. As your retirement services partner, we actively serve both our plan sponsors and their employee participants. From high-quality investment options to compliance, we create the right plan for your business, delivered on the foundation of exceptional service.