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Articles

Doctor visit.

Keep Health Care Costs Down While Caring for a Child with Special Needs

Jun 18, 2020
Charts and graphs on paper.

Understanding Annuity Costs

Jun 15, 2020
sitting on steps with phone

Investment Tips for All Seasons

Jun 1, 2020
Buildings

How to Look for Investing Opportunities during the COVID-19 Crisis

May 28, 2020

Unwrap a Holiday Free of Financial Stress

May 25, 2020
Books on shelves.

The Higher Your Profile, the Bigger the Lawsuits

May 21, 2020
Woman at university graduation.

Meet the 529: Your Best New Collegiate Friend

May 18, 2020
stock

What are the benefits of Diversifying my Investments?

May 14, 2020

Financial Resolutions: 6 Tips to keep you Accountable

May 7, 2020

Why Should I Buy an Annuity?

May 4, 2020

Charitable donations can mean big tax deduction—unless you donated to a fraud

Apr 30, 2020

Affording an A+ Education

Apr 27, 2020

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Website navigation

  • Home
  • About
    • Our Firm
    • Our Team
    • Our Philosophy
    • Why BH Asset Management?
      • Do you need an Advisor?
  • How We Help
    • Managing Finances
      • Managing Finances for Businesses
      • Managing Finances for Individuals
    • Estate Planning
    • Charitable Giving
    • Retirement Planning
  • Services
    • Private Portfolio Management
      • Investment Process & Strategy
      • Proprietary Research
      • Personal Attention
      • Client Solutions
    • Institutional Portfolio Management
  • Impact Investing
  • Resources
    • Financial Calculator
    • Articles
    • FAQ
  • Client Login
  • ‎

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Where We Are


Email: Info@BHAsset.com

777 West Putnam Avenue
Third Floor 
Greenwich, CT 06830
United States

Phone: (203) 987-6227

 

104 West 40th Street, 5th Floor
New York, NY 10018
United States

Phone: (212) 575-0234

 

1221 Brickell Avenue, 9th Floor
Miami, FL 33131
United States

Phone: (786) 475-1280

 

Union Bank Plaza
445 S. Figueroa Street, 31st Floor,
Los Angeles, California, 90071

Phone: (310)-951-2946

     

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