At The Bapis Group, we strive to provide financial services that are personalized to help efficiently match and accurately align all of our clients' 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.
The Bapis Group is a multi-generational and bi-coastal private wealth management practice that embodies a client centric approach, reflecting integrity and transparency.
We act 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 meaningful relationships and our team is devoted to creating client-centric financial plans to help you to achieve financial security and prosperity. We provide seamless coverage with an open-sourced perspective by helping to support investment solutions that accurately align with your interests without restriction as market trends adapt and change.
We believe that 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.