●ㅤ+38 099 643 67 77

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●ㅤ+38 099 643 67 77

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About Bagroff Wealth

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Our main goal at Bagroff Wealth is to help companies and individuals to get stable income, no matter what. We provide a variety of wealth management and investment services. Contact us to learn more.

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\ ABOUT US \

Read More About Us

It is our job to improve your financial situation to make sure you achieve sustainable success.

At Bagroff, we are driven by life, not just wealth. We plan profound changes for the next 10 years of our development. 

    Capital Management
    Risk Prevention
    Retirement Plans

We help our customers to think differently, realize their financial potential, and make confident and efficient transformations, which is essential for achieving their goals and living the full life.

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\ Process \

How We Work

Learn more about the processes behind our wealth management services.

01. Discovery

  • The discovery is one of the most important parts of your financial planning.

    During our first free consultation, our aim is to determine what is your financial potential and what are the goals you want to achieve. We will work closely with you to get the information needed to access your current situation.

02. Planning

  • We will develop a strategic investment plan which is essential for our cooperation.

    Our experts will make a deep analysis of your financial potential and will recommend you what you need to do to achieve your goals. Bagroff Wealth Management's implementation team will activate the strategies set out in the plan.

03. Commitment

  • At this phase, we will make a decision about whether our company can add significant value. 

    If we want to work in conjunction, together we will find a way to achieve objectives which are important to you. We are interested in your prosperity. Your interests always stand at the forefront of our minds.

04. Follow up

  • We will regularly meet with you to discuss which actions are to be implemented.

    Our team can deal with any financial related issue, manage all the paperwork, and form your short-term progression with a long-term prospect. We apply our professional ethics and responsibility so that you can trust in our professionalism.

05. Regular Progress

  • We will track your progress and success through regular close communication with you.

    You will be aware of any latest changes in your financial and personal situation. We will apply capital management plan to control the progress of achieving your goals and protecting your assets.

06. Reporting

  • We prepare monthly and annual reports for our clients, together with forecasts for the next period.

    Thanks to our reports, you will always be aware of what is happening with your assets and will be able to study all the numbers in detail. Forecasts from our financial experts will show you new opportunities.

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Our Experts

We have a thoroughly selected team of wealth management professionals.

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Wealth advisor

Ann Willson

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CEO

Andrew Dromman

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Wealth advisor

Lucy Heills

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\ Contacts \

Contact Us

Feel free to write or call us if you have any questions or issues.

Adress & Working Hours

789 2nd Avenue, New York,
NY 10016

Monday - Saturday: 11 AM - 9 PM
Sunday: 11 AM - 7 PM

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