Why Work With Us

Who We Are, What We Do and Why We Do It

Bedford Federal Wealth Management is a holistic wealth management and financial planning advisory practice. We are devoted to helping our clients grow, preserve and transition their assets over multiple generations. We strive to provide peace of mind when people die prematurely. We plan ahead so you can live a worry-free retirement and maintain your independence. We provide solutions that will protect your income if you get sick so you can maintain your dignity. And finally, we give you options that will allow you to leave a legacy once you have passed.

The People We Serve

We specialize in advising individuals who are transitioning into retirement, affluent retirees who want to preserve their assets, retirees who want to increase their income and business owners who have unique financial challenges.

How We Add Value

Through our 4-step Wealth Blueprinting™ process, we create tailored strategies to address our clients' individual needs. Because we want to protect our clients' hard-earned assets, we believe in a conservative investment approach focused on advancing and protecting your capital.

We offer access to an online wealth management system that creates a unique and engaging experience that will empower our clients to take a more active role in the management of their wealth. This cutting edge technology also serves as a robust personal financial organizer. 

Wealth Blueprinting™ Client Portal

Our Beliefs

We hold ourselves to the highest levels of integrity, trust, transparency, accountability and confidentiality to ensure that we are doing our absolute best for each and every one of our clients. We have a fiduciary duty to our clients; always putting their interests ahead of our own and always doing what we feel is right for the people we serve. We feel privileged to work with the families who come to us for financial advice and wealth planning. We are passionate about helping them fulfill their lifelong dreams.