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

We understand that there are few things in life that bring more fulfillment and comfort to an individual than financial security. Financial security, once obtained, can also be difficult to maintain and preserve throughout one’s lifetime.

The depth and breadth of our advisors’ experience gives our clients the advantage of a holistic and unique investment perspective. We build portfolios and create financial plans that are grounded in your needs, values and goals in efforts to attain financial goals.

At The Bapis Group, we want to make a difference. We can envision your portfolio based upon all components in your life that could affect your financial future. We can assure you that our deep network of financial professionals and service providers, coupled with 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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Registered Representative Magazine

Five Star Wealth Manager