Mario Sicari and Chris Wolff
MARIO V. SICARI
Registered Representative, Investment Advisor Representative
BGS Capital Management LLC
The Sherbrooke Office Center II | 201 West Passaic St., Suite 301
Rochelle Park | (201) 845-7001 ext. 310 | www.bgscapitalmanagement.com
ONE OF CETERA FINANCIAL SPECIALISTS’ TOP 10 ADVISORS IN THE NATION
“BGS Capital Management LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We provide the
most personal service available, thus earning a reputation for excellence in our industry. We strive to create stability and security for our
clients through financial independence,” states Mario V. Sicari,
founder and managing partner of the financial firm.
“The economy suffered a severe setback in 2008. Although Wall
Street has recovered, for the average person the signs of the economic rebounding remain a slow grind. Investing can be difficult.
Owning equity, stocks and bonds must be carefully assessed for their
risk factor.”
At BGS Capital Management LLC, establishing a plan that’s right for
each client is the top priority, according to Sicari, who began his career nearly two decades ago at a boutique brokerage firm in Passaic
County. As an independent financial advisor, he gradually devised a
strategy to successfully recruit several hundred tax and accounting
professionals, while rising to the ranks if VP of Business Development
and Principal of CJM Insurance a wholly owned subsidy of CJM Financial services.
Having gained wide experience working with other brokers and a
clear understanding of clients’ needs, Sicari launched BGS Capital
Management LLC in 2004. “Our top priority is establishing a plan
that’s right for each individual client and we understand the importance of our relationships with them and dedicate ourselves to making them successful, regardless of where they are in life or what
changes may be at hand in the future,” states Sicari, who currently
holds his Series 7, Series 66 and Series 24 FINRA registrations.
Sicari is also licensed as an individual Professional Education instructor in the State of New Jersey, and a licensed loan originator through
the State’s Banking and Insurance Department.
Managing approximately $150 million in client assets, Sicari was recently honored as one of Cetera Financial Specialists’ top 10 advisors
countrywide.
Chris Wolff is a member of the financial advisory team at BGS Capital Management. Wolff is adept at working with clients to assess
their financial needs, develop strategic recommendations to achieve
their goals, and implement those recommendations by offering the
appropriate solutions.
Together with Sicari and the rest of the advisory team at BGS, Wolff
plans to help grow and maintain the wealth management practice by
working one on one with clients to provide personalized financial
planning solutions for every stage of a client’s life.
BGS Capital Management LLC’s primary goal involves helping to
grow and preserve clients’ investments. Additional products and
services include retirement-planning solutions; 401 (K) plans, IRAs
(traditional and Roth) and pension plans; investment strategies; estate planning; mortgage refinancing; tax planning; and insurance.
Sicari notes, “At BGS we take the time and make the effort to fully
understand our clients not only from a financial standpoint, but on a
personal level as well. It is important to us that we grasp the client’s
emotions that are driving their goals. Meeting face-to-face is key in
developing the trusting relationship and confidence in us that your
goals both need and desire.”
Disclaimer: Securities offered through Cetera Financial Specialists LLC (doing business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered
through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other entity.
BGS Capital Management LLC is not affiliated with Cetera Financial Specialists LLC or Cetera Investment Advisers LLC.