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BPP Wealth Solutions, LLC Employee Directory

Financial ServicesNew Jersey, United States2-10 Employees

BPP Wealth Solutions, LLC operates in the financial services sector with a focus on helping clients clarify their goals and align income and assets to those objectives. The firm designs and implements what it terms a Security Income Plan to outline steps toward achieving clients’ financial targets, and then develops additional planning to facilitate wealth transfer to future generations. Based in Basking Ridge, New Jersey, the company serves individuals seeking structured guidance on building, protecting, and preserving wealth across generations. With a small professional team, the firm positions itself as a partner in comprehensive wealth planning, emphasizing goal clarification and coordinated asset planning to support long-term financial security.

Find BPP Wealth Solutions, LLC employees' phone numbers or email addresses

BPP Wealth Solutions, LLC Global Highlights

Location
Employees

North America
12

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  • United States Of America
    12

BPP Wealth Solutions, LLC's Leadership

  • Stylized image of a person
    B. J.
    Owner
    Mobile Phone
  • Stylized image of a person
    L. C.
    Director Of Wealth Management
    Mobile Phone
  • Stylized image of a person
    K. P.
    Senior Investment Services Manager
    Mobile Phone
  • Stylized image of a person
    L. H.
    Security Income Planner/ General Counsel
    Mobile Phone

BPP Wealth Solutions, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Legal
  • Accounting
  • Administrative
  • Other

Contact profiles from BPP Wealth Solutions, LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    B. J.
    Owner
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    L. C.
    Director Of Wealth Management
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    K. P.
    Senior Investment Services Manager
    Mobile Phone
    Jun 28, 2026
  • Stylized image of a person
    L. H.
    Security Income Planner/ General Counsel
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is BPP Wealth Solutions, LLC known for?

Minus sign iconPlus sign iconBPP Wealth Solutions, LLC operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-908-832-****
. Explore BPP Wealth Solutions, LLC's company overview page for more information.

What is BPP Wealth Solutions, LLC's most common email format?

Minus sign iconPlus sign iconBPP Wealth Solutions, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more BPP Wealth Solutions, LLC email formats with LeadIQ.

How many employees does BPP Wealth Solutions, LLC have currently?

Minus sign iconPlus sign iconBPP Wealth Solutions, LLC has approximately 8 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are BPP Wealth Solutions, LLC's key employees and leadership?

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As of July 2026, BPP Wealth Solutions, LLC's key employees include:

  • Owner: B. J.
  • Director Of Wealth Management: L. C.
  • Senior Investment Services Manager: K. P.
  • Security Income Planner/ General Counsel: L. H.

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