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Articles

Three women laughing in a park

What College Students Need to Know About Money

Categories
College
Apr 25, 2023
Woman in grad cap and gown sitting on stairs and smiling. She's wearing a ribbon that says Doctor of Medicine

The Pros and Cons of Investing in a 529 Plan for College

Categories
College
Savings
Apr 18, 2023
Group of young professionals in a meeting. They are in a casual office setting

Money Management 101: Tips for Your Kids Entering the Workforce

Categories
Savings
Apr 11, 2023
Parents holding their child's hands. The child is jumping

Sending Your Kids to College: What Should You Really Expect?

Categories
College
Apr 4, 2023
Man in a graduation cap and gown

Repaying Student Loan Debt - 4 Tips to Get Started

Categories
College
Apr 1, 2023
Two women sitting outside on a patio. One woman is playing guitar, and the other is listening and smiling.

Is it Always Better to Purchase a Home?

Categories
Real Estate
Property
Mar 28, 2023
Image of two hands against a white background. One of the hands is passing a black paper heart to the other one

Informed Donating

Categories
Lifestyle
Family
Mar 23, 2023
Toddler standing at the bottom of a stone staircase

Investment Strategy: Where You Are Now vs. Where You're Headed

Categories
Investments
Feb 21, 2023
Ten key accounting calculator on a soft yellow desk

Organization Tips to Help Take Time off Taxes

Categories
Tax Planning
Feb 17, 2023
A calculator and a pen on top of a graph

5 Year-End Tax Planning Opportunities

Categories
Tax Planning
Feb 6, 2023
Man sitting on a park bench and working on a laptop

Financial FAQs

Categories
Finance
Retirement
Jan 25, 2023
Parent reading a book to their newborn child

What does "Wealth" Mean to You?

Categories
Finance
Lifestyle
Jan 17, 2023

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  • 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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