Bigham Wealth Advisory provides private wealth coordination for high-net-worth families, bringing investment, insurance, tax, and estate decisions together in one documented plan. The firm addresses the gaps that can arise when a client’s wealth manager, CPA, insurance agent, and estate attorney work separately. Its approach is designed to identify interactions among decisions, such as tax consequences, policy changes, and estate planning, before they create avoidable costs or complications.

Bigham serves founders approaching a business sale, executives managing stock compensation and deferred pay, families planning intergenerational wealth transfers, and business owners who are not selling. Services include investment and tax planning, insurance review, estate-plan coordination, and support for business-related planning needs. The firm works alongside clients’ existing attorneys rather than replacing them.

For each decision, Bigham presents one recommendation, a memo, and the alternatives considered. The firm states that it follows a documented fiduciary standard, discloses advisory fees and insurance commissions in writing, and holds client assets at Charles Schwab rather than taking custody.