BG Wealth Partners

The advantages of integrated wealth management*

People crossing the street

Team

BG Wealth Partners

Rick Gordon

Wealth Manager

San Francisco, California

Hugh Beecher**

Wealth Manager

San Francisco, California

Drew Curto, CFP®

Wealth Manager

San Francisco, California

Derek Engen, CFP®, CPA/PFS™

Senior Financial Planning Specialist

San Francisco, California

Mitchell Weitz, CFA

Senior Investment Specialist

San Francisco, California

Harriet Dower

Business Practice Manager

San Francisco, California

Maggie Petersen, CFP®

Relationship Manager

San Francisco, California

Kylie Ng

Relationship Manager

San Francisco, California

Clement Farias

Investment Specialist

San Francisco, California

Mackenzie Cullens

Registered Client Associate

San Francisco, California

Nicole Barsotti

Client Associate

San Francisco, California

Trusted Advisors

Work with an award-winning team

As your wealth grows, so do the complexities around managing, preserving, and passing it on. We are the central point of contact responsible for coordinating and uniquely integrating a wide-ranging suite of services to help grow, protect, administer, and transfer your and your family’s wealth.

2024 Best-in-State

Top Wealth Management Teams

Award - 2024 Top Wealth Advisors
- America’s Top Wealth Advisors

2024 Top Wealth Advisors
- America’s Top Wealth Advisors

Rick Gordon

Award - 2024 Top Wealth Advisors
- Best in State

2024 Top Wealth Advisors
- Best in State

Rick Gordon

Award - 2024 Top Wealth Advisors
- America’s Top Wealth Advisors

2024 Top Wealth Advisors
- America’s Top Wealth Advisors

Hugh Beecher

Award - 2024 Top Wealth Advisors
- Best in State

2024 Top Wealth Advisors
- Best in State

Hugh Beecher

© Citizens Financial Group, Inc. All rights reserved. Citizens is a brand name of Citizens Bank, N.A. Member FDIC

Forbes/SHOOK Top Wealth Advisors Best-In-State: (04/03/24, data as of 06/30/24); (04/04/23, data as of 06/30/22); (04/07/22, data as of 06/30/21); (02/11/21, data as of 06/30/20). Ratings may not guarantee future success or results. Fee paid for advertisement materials after ranking announced. Methodology here: https://www.citizensbank.com/private-banking/services/private-wealth/awards/disclosure.aspx

Forbes/SHOOK Top Wealth Management Teams Best-In-State (01/09/24) Data as of 3/31/23. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here: https://www.citizensbank.com/private-banking/services/private-wealth/awards/disclosure.aspx

Banking products are offered through Citizens Bank, N.A. (“CBNA”). For deposit products, Member FDIC.

* Citizens Wealth Management (in certain instances DBA Citizens Private Wealth) is a division of Citizens Bank, N.A. (“Citizens”). Securities, insurance, brokerage services, and investment advisory services offered by Citizens Securities, Inc. (“CSI”), a registered broker-dealer and SEC registered investment adviser - Member FINRA/SIPC. Investment advisory services may also be offered by Clarfeld Financial Advisors, LLC (“CFA”), an SEC registered investment adviser, or by unaffiliated members of FINRA and SIPC providing brokerage and custody services to CFA clients (see Form ADV for details). Insurance products may also be offered by Estate Preservation Services, LLC (“EPS”) or an unaffiliated party. CSI, CFA and EPS are affiliates of Citizens. Banking products and trust services offered by Citizens.

** Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with plaque design) in the U.S., which it authorizes use of, by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

SECURITIES, INVESTMENTS AND INSURANCE PRODUCTS ARE SUBJECT TO RISK, INCLUDING PRINCIPAL AMOUNT INVESTED, AND ARE:
· NOT FDIC INSURED · NOT BANK GUARANTEED · NOT A DEPOSIT · NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY · MAY LOSE VALUE