About Us

We believe our clients’ trust is our most important asset. Our goal is to create a comprehensive wealth management strategy to support you and your family’s long term needs and objectives. An open line of communication between client and advisor will allow us to clearly define your investment goals and ensure that they are accurately reflected in your financial plan. By leveraging the firm’s intellectual capital and our understanding of global markets, we will design a customized investment strategy with a focus on risk management and wealth preservation. Our dedication to understanding your unique needs will remain constant, while we will adapt to the inevitable changes that may occur along the way.
Services Include
  • Business Succession Planning1
  • Endowments and Foundations2
  • Estate Planning Strategies3
  • Financial Planning4
  • Professional Portfolio Management5
  • Retirement Planning6
  • Sustainable Investing7
  • Wealth Consulting
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Working With You

The Bedford Wealth Management Group adheres to the highest standard of care: the Fiduciary Standard. We master this standard so that your wants and needs are our highest priority.

We believe in a holistic goals-based approach to wealth management and will help tailor an investment framework that considers key aspects of your life. Using your goals as a benchmark we continuously evaluate your strategy to ensure you are on track and stay flexible. As circumstances and goals change, we can help you adjust your strategy and introduce additional solutions.

      Location

      9665 Wilshire Blvd
      Ste 600
      Beverly Hills, CA 90212
      US
      Direct:
      (310) 285-4826(310) 285-4826
      Toll-Free:
      (800) 669-4866(800) 669-4866

      Meet Bedford Wealth Management Group

      About Me

      James Thilking is a Senior Vice President at Morgan Stanley and a financial advisor veteran who has more than 40 years of diverse experience in the financial services industry. James focuses on getting to know his clients’ personal and financial goals to develop customized strategies that meet them. James’ approach is tailored to each client, with focus on structuring their balance sheet to help enhance potential cash flow to meet future objectives.

      James has repeatedly demonstrated his knowledge and dedication to client service. Prior to joining Morgan Stanley, James served as a Managing Director at Bear Stearns and as a Senior Vice President at Wachovia Securities (formerly Prudential Securities), where he spent 16 years with the latter and made key contributions to its overall success. He is Series 5, 7, 8, 63, 65 registered and has his CA Insurance License.

      James earned his B.A. in Economics from Claremont McKenna College and he continues to support his alma mater through donations to the Res Publica Society.

      During his free time, James enjoys a number of hobbies including attending concerts performed by the Los Angeles Philharmonic and watching sports. James roots for the Los Angeles Lakers and the Los Angeles Kings.
      Securities Agent: TX, CA, WY, WA, VA, NY, NV, NM, NE, NC, MS, MD, ID, HI, DE, DC, CO, AZ; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
      NMLS#: 1261957

      About Me

      Alex is a Senior Vice President, Financial Advisor, and Portfolio Management Director based in Morgan Stanley’s Beverly Hills office. Alex and his team develop customized wealth management solutions for high net worth families and foundations.

      Alex leads the investment and financial planning decisions for the team’s clients. His primary focus is building and implementing risk management and portfolio strategies.

      Alex earned a BBA in Finance from the Lubin School of Business at Pace University. He started his career as a research analyst at Pinnacle Associates in New York, an asset management firm managing over $5 billion for high net worth individuals and institutional clients. In 2008, Alex joined UBS International in Los Angeles, where he was a financial advisor on a team working with select high net worth families from Europe and Latin America. At UBS, Alex was recognized as one of the Top 35 Advisors under 35 and earned the Portfolio Manager title. His professional licenses include the Series 3,7,9,10,63,65.

      Alex is an avid fan of the Los Angeles Lakers and supports Chelsea F.C. He enjoys running, cycling, skiing, and most importantly, spending time with his family. Alex lives in the Hollywood Hills with his wife, Emily, and their two children, Elden and Nathalie.
      Securities Agent: TX, CA, WY, WA, VA, NY, NV, NM, NE, NC, MS, MD, ID, HI, DC, CO, AZ; General Securities Representative; Investment Advisor Representative
      NMLS#: 302556

      About Me

      Byuzand serves as a Wealth Management Associate in the Beverly Hills office. Byuzand began his professional career as a premier banker with Bank of America in 2002 before joining HSBC.  In 2008, he moved to UBS International where he worked for high net worth families from Europe and Latin America with Alex Fur.In 2017, Byuzand moved to Morgan Stanley.  Byuzand directs the teamss business process which includes working with individuals and families by providing comprehensive financial planning to each of our clients along with exemplary customer service.  He also assists with manager research, due diligence and analysis.  In addition, he works closely with the Bedford Wealth Management Group research team on all tactical portfolio strategies and risk management.In his free time, Byuzand enjoys traveling and playing hockey. When hes not playing hockey himself, he can be found cheering on the Los Angeles Kings and spending time with his family. Byuzand currently resides in Sherman Oaks with his wife, Marlene, and son, Peter.Byuzand holds his Series 7, 66, and CA insurance licenses.

      About Me

      Veronica joined Bedford Wealth Management in January 2019 as a Senior Registered Associate and has over 13 years of experience in banking and wealth management. In her current role, she is responsible for all aspects of client service while also serving as lead administrator for team coordination and communication. Veronica provides support in cash management and lending solutions including checking, credit cards, bill pay, and funds transfers.

      Veronica began her career at Bank of America Merrill Lynch and has worked at Wells Fargo Advisors and JP Morgan Chase before joining our team at Morgan Stanley. She currently holds the series 3, 7, 66 and CA insurance licenses.

      Veronica enjoys spending time with friends and family on the strand in Manhattan Beach and attending various sporting events throughout Los Angeles.
      From Our Team

      Global Investment Committee Weekly


      Investment and Market Perspectives

      On the Markets

      Retirement

      Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
      • 401(k) Rollovers
      • IRA Plans
      • Retirement Income Strategies
      • Retirement Plan Participants
      • Annuities
      The Simple Six-Step Retirement Checkup

      The Simple Six-Step Retirement Checkup

      Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

      Investing

      Working closely with you to guide your wealth and investments through the most challenging market cycles.
      • Asset Management
      • Wealth Planning
      • Traditional Investments
      • Alternative Investments
      • Impact Investing
      Investing in Artificial Intelligence and Automation

      Investing in Artificial Intelligence and Automation

      AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

      Family

      Creating customized financial strategies for the challenges that today's families face.
      • Estate Planning Strategies
      • 529 Plans / Education Savings Planning
      • Long Term Care Insurance
      • Special Needs Planning
      • Trust Services
      A Parent's Guide to Talking to Your Kids About Money

      A Parent's Guide to Talking to Your Kids About Money

      Raising kids to be smart about money requires creating an environment where they are neither insecure, nor overconfident about family finances.

      Business Planning

      Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
      • Succession Planning
      • Business Planning
      • Retirement Plan Sponsors
      • Qualified Retirement Plans
      • Corporate Pension Funds
      Facing Financial Stress? Your Employer May Be Able to Help

      Facing Financial Stress? Your Employer May Be Able to Help

      Many of us face money worries. You may be able to get advice and education from an unexpected source.

      Philanthropy

      Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
      • Endowments
      • Foundations
      • Donor Advised Funds
      • Impact Investing
      Choosing an Environmental Charity

      Choosing an Environmental Charity

      There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

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      Ready to start a conversation? Contact Bedford Wealth Management Group today.
      Market Information Delayed 20 Minutes
      1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

      3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

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      6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      7The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

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