Our Services

At BPU our focus is on you, the client. We are committed to building a deep relationship with our clients to assist them in developing smart financial plans focused on their unique needs from the wide range of solutions that BPU offers.  

Our services include comprehensive wealth management for private clients; asset management for private clients, trusts, retirement plans, endowments and foundations; personal financial education for employees of private, nonprofit and public sector organizations; and, institutional brokerage services through BPU Capital Markets.  

No matter what services you may seek, they always reflect BPU’s highest standards and financial industry best practices.