Founders Jack Bennett and Scott Porter spent nearly three decades in wealth management and insurance, managing hundreds of loyal clients with varying needs. B+P Private Client was established as a new division catering to the evolving needs of our most affluent clients. The pillars of our Private Client services are crafted from personal experience backed by industry expertise. We provide our clients with advice, insight, and opportunities that have first proven to be successful in our personal lives.

Our team approach means that multiple senior advisors work together to create the most proactive, efficient, and strategic custom policy for each unique client. We pride ourselves on expedited resolutions and a highly-responsive level of old-fashioned concierge service that provides support and compassion when it matters most.