Beford Wealth Management (BWM)
Gary Bedford, ChFC®, CIMA® Gary heads his independent wealth advisory firm, and is affiliated with Western Wealth Management and LPL Financial. Gary began his financial services career in 1979, and has practiced in Boulder, Colorado since 1982. He received his B.A. in 1977, his M.A from Denver University in 2011, and has gone on to distinguish himself with various professional designations and
Gary Bedford, ChFC®, CIMA® Gary heads his independent wealth advisory firm, and is affiliated with Western Wealth Management and LPL Financial. Gary began his financial services career in 1979, and has practiced in Boulder, Colorado since 1982. He received his B.A. in 1977, his M.A from Denver University in 2011, and has gone on to distinguish himself with various professional designations and certifications, including the Certified Investment Management Analyst CIMA®, Chartered Financial Consultant ChFC®, Retirement Income Certified Professional RICP®, and Chartered Life Underwriter CLU® professional designations. (See “Our Qualifications”) Our firm provides “high touch” and “high tech” services, including financial planning, extensive investment alternatives, and insurance services. We strive to provide personalized client service combined with advanced technologies. Services include private consultations, Private Client Briefing Events, The Bedford Financial Advisor newsletter, advanced website services, and the weekly Bedford Economic & Markets Brief email. We serve families, individuals, small businesses, and foundations. Our firm does not provide legal or tax advice, but rather works closely with the client’s attorneys, CPAs and other advisors to ensure plan coordination and integration. We are able to refer clients in need of legal or tax counsel to JD and CPA firms in Colorado, and to firms outside Colorado through our affiliations with LPL Financial and our industry relationships with associations such as the Society of Financial Service Professionals (SFSP), the Investment Management Consultants Association (IMCA) the National Association of Estate Planners and Councils (NAEPC). Our Services Our firm, supported by LPL Financial and Western Wealth Management, serves its clients in three key areas: Financial & Wealth Planning Investment Advice and Management Insurance Services
Address: 7850 Edelweiss Court, Boulder, CO 80303-4500, USA
Phone: +1 303 499 8800
FAX: +1 303 499 7300
