BAGULLY WEALTH MANAGEMENT

Your Financial Partner, Every Step of the Way

Prepare for the Unexpected with Confidence

Our Financial Approach

Life is unpredictable, but your financial situation doesn’t have to be. At Bagully Wealth Management, our team helps you find comfort in your finances by creating a personalized plan that aligns with your values and goals. We invest our time in understanding your dreams and expectations BEFORE we invest your money. Our focus is on developing long-term strategies that not only grow wealth but also safeguard your legacy. Once we have mapped out your unique financial road to success, our team will regularly reach out with updates and is always available should you need support or guidance.

COMPREHENSIVE FINANCIAL SERVICES

Who We Serve

We are proud to serve a diverse range of clients with unique financial goals, including:

If you are looking for financial guidance, but not sure where to start, Bagully Wealth Management can help! Reach out to us today to start planning your path to financial comfort.

WHAT'S NEW IN FINANCE

How the $1,000 ‘Trump Accounts’ for Newborns Will Work

Monday, July 14, 2025 - The New York Times

The $1,000 "Trump Account" payments, part of the new domestic policy law, are for U.S. citizens born this year through 2028. The idea is that the money in the accounts will have many years to grow. Here's more info on how they work from the New York Times. Read more...

How America’s economy is dodging disaster

Monday, July 7, 2025 - The Economist

It is astonishingly dynamic, even under the weight of tariffs. Read more...

7 Things Retirees Need To Know About the Big Beautiful Bill Act

Monday, July 14, 2025 - Investopedia

For retirees, the new law brings both opportunities and uncertainties—from temporary tax relief on Social Security benefits to potential changes in required retirement distributions. While some provisions offer immediate benefits, others create planning challenges that could affect retirement strategies for years to come. Here's seven crucial takeaways for retirees. Read more...

Our Financial Commitment

At Bagully Wealth Management, we take our fiduciary responsibility seriously. This means we are legally obligated to always act in your best interests. Why is this so important? It ensures that our advice and recommendations are transparent, honest, and focused solely on helping you achieve your financial goals.

When you partner with us, you can rest assured that our guidance is always aligned with what’s best for you, your loved ones, and your dreams.

Get In Touch

No matter where you are on your financial journey, Bagully Wealth Management is here to partner with you.

Let’s create a plan that not only meets your goals today but builds a legacy for tomorrow.

Contact us now to get started.

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