Working with BWM

By |2021-10-13T07:36:26-08:00August 30th, 2021|BWM|

Tme to Read: 2 Minutes Your financial advisor is the head of your team at BWM. We’ll spend the most time with you, getting to know you and your family and understanding where you are now and what your goals for the future are. But we don’t act alone – we are the quarterback that brings the right resources to

Electronic Scheduling

By |2021-10-13T14:09:53-08:00January 1st, 2017|Tools, BWM|

Book your appointments, calls, and web meetings online with our real-time calendar. Immediate appointment confirmation, reminders and calendar invites are emailed so you can schedule on your time.


By |2021-10-13T10:22:55-08:00January 1st, 2017|Tools, BWM|

Does your risk tolerance jibe with how you're invested? We use this questionnaire to determine your portfolio-wide Risk Number and 95% probability range enable us to make investment decisions and alignment to your goals and objectives.

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