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
Time to read: 3-5 minutes each We searched the web for the top questions to ask when hiring your financial advisor, distilled them into nine primary inquiries and compiled our answers into a single article. While we believe Q&A is just the first step of an extended, personalized introductory process, we aim to be
Time to Read: 5 minutes | How Others Do It When clients interact with a top financial planner, the depth of knowledge in wealth management strategies is apparent and often indicated by the professional designation of the CFP® certification. However industry-wide, many practices are structured so this knowledge is top heavy and siloed in
Time to read: 5 minutes | Many of these questions are addressed in our first Introductory Meeting, but we cover a lot of ground, so we’ve collected the most common follow up questions we get after prospective clients engage in their first meeting with BWM Financial. Fees? Based on your situation and the size
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