Preparing for Emergencies
Prepare for emergencies by organizing contact phone numbers, financial records, medical and property insurance policies and personal identification information.
ADDING ACCOUNTS TO EMX
A way you can link your non-BWM Financial accounts to your financial plan so it’s always up to date and accurate.
The EMX “vault” offers unlimited digital document storage for BWM Financial clients. It’s easy to securely share and access files whenever and wherever you need them from one location.
We have a variety of options for secure messaging. Below are instructions on how to access, send and receive secure email.