Our Process

We're financial nerds holding CFP, CLU, CHFC & other credentials with over five decades of cumulative experience. Our investment process is well founded with academic research. We combine fundamental investment planning to help you define your goals and organize you tax, estate, investment, healthcare, and retirement planning.

With us you can find

Coordinated and comprehensive advice

BWM Personalized Wealth Portal

Organization of all investment accounts and liabilities

Here's how our process works...

It all begins with a 15 minute conversation. Pick up the phone, fill out our web form, or send us an email, we'll get the ball rolling. As we get to know you, what you care about, and what you're looking for, we'll determine if we're a good fit to step in as your guide.

The path we take from there is totally dependent on who you are and what you need. The process is custom built for you.

Our mutual commitment promise

Our commitment

Provide expert advice with legal commitment to your best interest
Show up prepared and energized for our meetings
Supply you with unique tools to help you navigate your financial decisions

Your commitment

Maintain a collaborative attitude and honest communication
Attend regular strategy meetings to help us meet your needs
Implement strategies we develop together with an eye on your goal

Thank you! We'll review and be in touch shortly.

Talk with us

Ready to start building wealth potential?

Talk with a BWM Financial Planner today. No cost initial consultation. No obligation.