“Peace of mind for our clients, developed through a holistic and consultative legacy planning process.”
Brian K. Adams, Founder, BKA Private Wealth Consultants.
We believe there is power in experience
Every family is unique and comes with a different set of challenges and philosophies regarding wealth preservation and wealth transfer. the Private Wealth Consultants Team, as our most experienced group of legacy planning professionals, is highly skilled in helping families navigate and implement strategies that help them achieve their wealth transfer goals.
About BKA PWC
We continually work to build and maintain the most experienced and knowledgeable team of sales support employees and associates in the insurance industry in order to understand and respond to the specialized estate planning and insurance needs of National Financial Institutions and their Financial Advisors.
Latest Blog & News
BKA Financial & Proformex Aim to Deliver Exceptional Ownership Experience to Life Insurance Consumers
BKA Financial & Proformex have entered into a strategic partnership aimed at improving the life insurance ownership experience for clients. Their objective is to further redefine the industry standard for post-sale policy servicing by providing easier access to...
The 2020 election has been fraught with uncertainty and anxiety for most voters. As the dust settles and a clear winner emerges, what does it mean for high and ultra-high net worth families and their estate plans? Although Congress remains divided with Democrats in...
The interest rates on loans, including bonds, are at an unbelievable low due to the global pandemic. This will affect the health of existing life insurance policies. What's Happening Whole Life and Universal Life (not variable or indexed). These are called "general...