Personal Wealth Management and Financial Planning
Your Success is Our Success
Our Services
FINANCIAL PLANNING
Together we will identify your values and goals, then create and implement a financial plan to help you pursue them.
INVESTMENTS
We assist clients in developing their investment strategies based on their financial objectives, income needs, and risk tolerance.
RETIREMENT
We will assess your current financial situation, determine the retirement lifestyle for your future, and review the many options available.
ESTATE PLANNING
We will guide your estate planning and gifting strategies so you can provide for those you care about most.
LIFESTYLE
We will partner with you, aiming to help you sustain and grow long-term wealth consistent with your values and aspirations.
INSURANCE PLANNING
When it comes to life insurance, disability income insurance and long-term care insurance, we will help you determine the type and amount of coverage that is best for you.
TAX PLANNING
We can provide strategies for long-term tax efficiency to help you reduce your tax liabilities.
COLLEGE PLANNING
We can assist in setting your college planning goals and help you choose the best path to pursue them.
Working With Us
At BWA Financial, we like questions – asking and answering them. For instance, what (truly) is a financial advisor? We see ourselves as professionals who provide financial services to clients (you) based on their financial situation.
This leads to other questions like, what is your financial situation? We care to know. Our focus is building a relationship with you to understand how your world is impacted by money and how this affects your goals, your thoughts, and your challenges. This way, we can work with you to build a solid financial plan that is flexible as your life changes (or as new questions arise).
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Contact Us
Schedule your introductory meeting.