Approximately 300 families*, and we add 5-10 new clients each year. Most of our clients are considered high net worth, with $2 million-$50 million in investable assets. Many of our clients are/were San Diego locals, but 20% are now spread throughout the country. Our clients are typically pre-retirees who are envisioning what they want the rest of their life to look like. Many of our clients are financially savvy and comfortable with technology. They are focused on a wider perspective, while also valuing expertise, open, and trusting to implement good advice. *Advisory clients and assets as of 2022.

Who do you serve? - BWM Financial

Approximately 300 families*, and we add 5-10 new clients each year.
Most of our clients are considered high net worth, with $2 million-$50 million in investable assets.
Many of our clients are/were San Diego locals, but 20% are now spread throughout the country.
Our clients are typically pre-retirees who are envisioning what they want the rest of their life to look like.
Many of our clients are financially savvy and comfortable with technology. They are focused on a wider perspective, while also valuing expertise, open, and trusting to implement good advice.

*Advisory clients and assets as of 2022.

Who do you serve?

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