Investing by Design

Phoenix Team of BFSG

Our dedicated, experienced team, with longstanding roots in Phoenix, provides a boutique investment management experience you can count on.

We believe in doing business the right way, going above and beyond to provide a high-touch client experience for successful families and growing financial institutions. As sworn fiduciaries, we strive to prioritize your interests and recommend solutions that we would choose for our own families.

Our mission goes beyond money – to your life, goals, and legacy. We are here to guide and support you every step along the way.

Meet The Team

Our seasoned team of experts is led by Grace Lau, CFA®, the Founding Principal of the Phoenix office, who has been a part of the local investment community since 1979, and Mark Blom, CFP®, the Managing Director. Since 1997, the Phoenix office has provided custom and comprehensive wealth management. In early 2017, PacWest Financial Management became part of Benefit Financial Services Group (BFSG).*

*BFSG has been a Focus Financial Partners firm since 2007.

Your Needs Are Our Priority

At Benefit Financial Services Group, our top priority is YOU. We strive to gain a deep understanding of what matters most to each client so we can effectively help them achieve their particular goals and needs.

We are service-driven, highly accessible, and fully transparent.

Learn More About Our Services

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Investment Management

Tailor portfolios to your needs and goals.

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Retirement Planning

Investing and saving wisely is vital to success in retirement.

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Financial Planning

Navigating the complexities of your financial affairs can be simplified.

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Tax Management

Help to increase the amount you “take home”.

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Estate Planning

Protect your loved ones and make sure your legacy endures.

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Executive Compensation Analysis

Simplify the many options and decision points of executive compensation plans.

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Education Planning

Confidently plan for your children’s future.

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Charitable Giving

Give in a tax-smart, simple way.

*Please Note: Limitations.  The scope of services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. BFSG does not serve as an attorney, accountant, or insurance agent.  BFSG does not prepare legal documents or tax returns, nor does it sell insurance products.  Please Also Note: Different types of investments involve varying degrees of risk.  Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by BFSG) or any financial planning or consulting services, will be profitable, equal any historical performance level(s), or prove successful.

Are You On Track To Reach Your Goals?

We have solutions for individuals, families, successful privately owned business and for institutions looking to enhance their 401(k), profit sharing, defined benefits, and endowments.

Investment Management

At Benefit Financial Services Group, we actively work to increase your opportunity for financial success through professional and proactive management of your investments.

Our methodology integrates a macroeconomic overlay, enabling us to proactively rebalance among equities, fixed income, and cash holdings. Each investment is thoroughly vetted to meet our quality standards and approved by our Investment Committee before being added to a client account.

Understanding your unique needs and financial goals is at the heart of our approach to stock selection. Whether we’re crafting a diverse mix of investments utilizing a Core-Plus strategy based on industry competitive advantage, strong company fundamentals, attractive GARP valuation, dividend yield, or focusing on the financial strength, profitability, dividend yield, and cash flow of companies via our Equity Income strategy, we’re always working to promote your long-term capital growth.

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