300 Welsh Rd,
Building 1, Suite 100,
Established in 1986, BWM is a local family business specializing in investment management and financial planning. Through providing you with our undivided attention we treat you like a member of our own family. Our recommendations are custom-tailored and implemented with a high standard of integrity in our partnerships.
We combine both knowledge and compassion to improve the options available to our clients through a holistic team approach. It is our goal to reduce anxiety around all things financial and provide you with the appropriate strategies to help you work towards your dreams at any stage in life.
Our company-wide goal is to pursue an “Awesome Client Experience”; something we strive toward daily in every interaction we have. We believe this can take some of the stress out of all things financial. We take the time to get to know our clients because a hands-on approach individualized to each client’s unique needs is the key to a successful partnership.
We also provide informative resources to include you in the process as well as seminars to further learning on topics like “How to Afford the Retirement Community of Your Choice” and “Plan your Best Retirement”.
Contact us to find out when you can attend our next event or webinar.