WHO WE ARE
Our staff members are dedicated to servicing clients’ needs and objectives through our team-based approach.
The Phoenix office (formerly PacWest) was founded by Grace Lau, CFA in 1997. In early 2017, PacWest Financial Management became part of Benefit Financial Services Group (BFSG, LLC). Grace Lau, the Managing Principal of the Phoenix office, has been a part of the investment community since 1979.
Benefit Financial Services Group (BFSG) is a multi-faceted Registered Investment Advisor serving both institutional and individual clients. BFSG is part of the Focus Financial Partners partnership. Focus Financial Partners Inc. (NASDAQ: FOCS) (Focus) is a leading partnership of independent, fiduciary wealth management firms. Focus provides access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with comprehensive wealth management services. Focus partner firms maintain their operational independence, while they benefit from the synergies, scale, economics and best practices offered by Focus to achieve their business objectives.
BFSG, LLC is registered as an Investment Advisor with the Securities and Exchange Commission.