The Bapis Group is a multi-generational and bi-coastal private wealth management practice that embodies a client centric approach, reflecting integrity and transparency.


Optimize and Preserve Your Wealth

A foundation of financial planning is the acknowledgment that each individual’s economic and life situation is unique. At The Bapis Group, we provide the essential personalized service needed to efficiently match our clients with the financial services that most accurately align to their goals and objectives.

With locations in New York and Utah, our advisors offer a broad range of investment advisory and financial services to high net worth individuals and institutions by utilizing effective and detailed asset allocation tools.

We operate with a commitment to professionalism to ensure that we have created, developed and tailored financial portfolios that will help to pave your future financial landscape.

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Our Fiduciary Promise

A fiduciary is an investment professional or financial advisor who is required by law to act solely in the interest and loyalty to their clients. The Bapis Group acts in a fiduciary capacity, where it is our legal duty to ensure that our client’s wants and needs are made a priority.

We value the meaningful creation and development of relationships with our clients, through both education and communication, and we are wholeheartedly committed to serving your best interest.

Our team is devoted to creating a client-centered financial plan for you to help you achieve financial security and prosperity through the diverse stages of your lifetime. We provide seamless coverage with an open-sourced perspective by effectively supporting investment solutions that align with your best interests.

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Pave Your Financial Landscape

The depth and breadth of our advisors' experience gives our clients the advantage of a holistic and integrated investment perspective. We are committed to building client-centric portfolios that are grounded in your needs, values and goals to help attain financial milestones. Our deep network of financial professionals and service providers, accompanied by decades of market insight and experience, allow our team to have a diverse and knowledgeable approach to wealth management. 

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Awards & Accolades

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