Meet the Owner

Dear Clients,
I am Matthew Bagell, owner of BJL Wealth Management. My financial background began in the accounting field. I worked as an accountant for five years and received my CPA license during this time. This was a great experience considering accounting is the foundation for all of business; however, my real passion is for finance. The market has always intrigued me and by becoming an advisor I am able to use my knowledge to benefit others. Additionally, as an advisor, I can work with clients on a more personal and frequent basis. It is one thing to know how to plan for a client's future, it is another to earn their trust. I believe that a strong relationship between a client and their advisor is essential, especially when managing an individual's or company's assets.

When we started BJL Wealth Management, we wanted to distinguish our company from other financial organizations. We decided to create a full service financial firm based on providing our clients the best SERVICE and EXPERTISE possible for all of their financial needs. We wanted our clients to know that they can meet with us for an investment, insurance, accounting or mortgage situation and we would be able to answer their questions. This idea led to the development of our Centralized Wealth Management System and our slogan of being the "Financial Quarterback" for all of our clients' needs. At our firm, we have the ability to support a client's needs for every type of insurance covering life, health, disability, long term care, and even property and casualty. We have the flexibility to manage investments for our clients as well as draw up estate plans or help them find a mortgage.

As a full service firm, we track all of our clients' progress and information through one program. Our Wealth Management Solution system equips our clients with their own financial website. BJL Wealth Management and the client are able to collaborate at any time using the internet discuss the client's finances. The system allows our company to consolidate all of a client's financial information into one location. The Wealth Management Solution also uses cutting edge technology to sync clients' accounts, allowing us to view their information in real time.

At BJL Wealth Management, we are a team of professionals ready to work with any financial situation brought upon us. Our company has the knowledge and resources to guide our clients to the financial security and independence they are looking to achieve.