BH Asset Management

Home
United States
New York, NY
BH Asset Management

We are a registered investment advisor, meaning we are held to a fiduciary standard and must always

04/22/2026

This Earth Day 🌍, we're thinking beyond portfolios We're thinking about impact.

Sustainable investing isn’t just a trend. It’s about aligning your financial goals with the kind of world you want to live in. From ESG-focused portfolios to long-term equity strategies, where your money sits can shape more than just returns.

If you want to have more info, please visit our website: www.bhasset.com

Because smart investing isn’t only about performance… It’s about purpose. If you’ve been curious about how your investments can make a difference, let's talk.

02/14/2026

Forget the chocolates. Give them certainty. 🥂

In BH Asset Mangement, we understand that success isn’t just about what you earn—it’s about who you protect. This Valentine’s Day, while the flowers are a beautiful touch, the most profound way to say “I love you” is by ensuring your partner and family are secure, no matter what the future holds.

A truly romantic gesture looks like:

A seamless transition: Ensuring your estate plan is updated to avoid probate stress.

Tax Efficiency: Maximizing what stays in the family and minimizing what goes to the IRS.

Generational Wealth: Setting up the trusts that will provide for your children’s children.

Don’t just plan for dinner tonight; plan for their lifetime #•
•
•
• ❤️

07/30/2025

Your Financial Goals Deserve a Tailored Strategy 💼📊

A well-balanced portfolio doesn’t come from guesswork — it starts with understanding you.
Your lifestyle, goals, risk tolerance, and timeline all play a crucial role in designing an investment mix that works for you, not against you.

Whether you're in CT, Miami, LA, or NYC — I’m here to help you build a strategy that aligns with your life, not just the market.

Let’s talk about where you are today and where you want to go.

📩 DM me to schedule your complimentary consultation.

website: www.bhasset.com

07/22/2025

Whether you're growing your wealth in NYC, planning your legacy in Greenwich, or living your best life in Miami — your money should be working just as hard as you are.

✅ Personalized, independent financial advice
✅ Tax-efficient strategies for high-income earners
✅ Retirement, investment, and estate planning tailored to your goals

📍 Proudly serving clients in Greenwich, NYC, Miami & LA

💬 Let’s connect — schedule a free 15-minute call today and take control of your financial future.

🔗 https://calendly.com/chelme-bhasset

07/16/2025

A Regatta and a Portfolio Have One Thing in Common:
Direction 🎯⛵️

In a regatta, the crew depends on the skipper to read the
winds, adjust the sails, and navigate changing conditions to
cross the finish line.

In wealth management, your portfolio needs that same level
of expertise — someone who understands market shifts, sets
the right course, and keeps you steady through the storms.
At BH Asset Management, we don’t just “set it and forget it”
— We navigate with you, adjusting your strategy to keep you
aligned with your long-term financial goals.

Your journey deserves a trusted captain.

📩 DM me to set up a complimentary consultation.

06/15/2025

Happy Father’s Day! 👔💼

Today, we celebrate the fathers who lead with wisdom, strength, and vision — not only within their families but also in building secure financial futures.

Whether you're planning for your children’s education, growing wealth for future generations, or preparing for retirement, your dedication does not go unnoticed.

Here’s to all the dads who provide, protect, and plan. You inspire us every day.

05/26/2025

Wishing you a peaceful and meaningful Memorial Day

Today, we remember and honor the brave men and
women who made the ultimate sacrifice for our
freedom. Their courage and commitment inspire us
to live with purpose and gratitude.

As we reflect on their legacy, it’s also a reminder to
plan wisely — for our families, our futures, and the
values we hold dear.

📈 If you're thinking about how to protect and grow
your legacy, I’m here to help.

plan wisely for our families, futures, and our values.

05/14/2025

🛑 Why do you need a Financial Advisor?

Even strong portfolios can suffer from overlooked fees, poor diversification, or outdated strategies. A quick review today could save you thousands tomorrow.

💼 Avoid costly errors.
📩 DM me for a complimentary portfolio checkup or visit my calendly: https://calendly.com/chelme-bhasset

05/11/2025

🌷 Happy Mother’s Day to the Women Who Shape Our Lives 🌷

Today we celebrate the strength, love, and wisdom of mothers everywhere — the original planners, protectors, and providers.

To all the moms building bright futures for their families: your dedication is unmatched.

💐 Here’s to strong women and smart planning.
📩 DM me for a personalized financial consultation.

05/08/2025

🌟 Ready to Achieve Your 2025 Financial Goals? 🌟

As we approach the year's midpoint, it's the
perfect time to reflect and plan. Whether
you're in Miami, Greenwich, NYC, or LA, at BH
Asset, we help you navigate your financial journey
with confidence.

From retirement planning to investment strategies,
let's work together to create a personalized
roadmap for your financial success in 2025 and
beyond.

📞 Schedule your complimentary consultation today
and take the first step toward a brighter financial
future. Click here https://calendly.com/chelme-bhasset

Address

104 W 40th Street
New York, NY
10018

Telephone

+12125757805

Website

http://www.bhasset.com/

Alerts

Be the first to know and let us send you an email when BH Asset Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to BH Asset Management:

Want your business to be the top-listed Finance Company in New York?