Bay Area

At BKA Private Wealth Consultants, we believe there is power in experience. The BKA Private Wealth Consultants team is our most experienced group of consulting professionals in the areas of estate and wealth preservation planning.

Team summary

Our consultants work closely with Financial Advisors and their clients, tax advisors and attorneys, to provide customized solutions in the areas of estate planning, business succession planning, charitable planning and wealth preservation.

Through careful planning, our focus is to determine the most appropriate strategies and solutions to support clients in accomplishing their goals for protecting and preserving their wealth, while also designing an efficient plan to ultimately distribute their wealth to the people and causes that are most important to them.

Donald J. Levine

BKA Private Wealth Consultants
Managing Partner

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