Personalized wealth management designed to help individuals and families build, preserve, and transfer wealth across generations, delivered by a financial advisor who believes clients should understand every decision they make.
Mario Sicari is the Director and Founder of BGS Capital Management, which currently has over $400 million in assets under management. For more than three decades he has helped families and business owners make better decisions with money.
When acting in the capacity of an investment advisor representative, Mario serves in a fiduciary capacity. As an educator, he goes further: every recommendation comes with the understanding behind it, so clients aren't just following a plan, they own it.
Mario's mission has never been simply to manage investments. It's to help people understand them.
Building wealth for the first time, planning for education, preparing for retirement, and protecting what matters most.
Integrating business and personal wealth, planning succession, and turning years of work into lasting financial security.
Preparing families for the Great Wealth Transfer through estate planning, tax awareness, and better financial conversations.
A conversation about where you are, where you want to go, and what money needs to do for your family, before any talk of products or portfolios.
Mario walks you through the principles behind every recommendation, in plain language, so you understand the plan as well as he does.
A personalized strategy covering investing, retirement, taxes, estate planning, and legacy, built around your goals and time horizon.
Ongoing guidance through market cycles, life changes, and generational transitions, with discipline over noise at every step.
Whether you're building wealth for the first time, preparing for retirement, growing a business, or thinking about the legacy you'll leave behind, the decisions you make today shape opportunities for generations to come.
Because informed decisions create stronger families, stronger businesses, and stronger communities.
Schedule an introductory conversation with Mario. No pressure, no pitch, just a chance to talk about what you're building and whether working together makes sense.