Our Wealth Management Services

JUST BECAUSE YOU CAN DO IT ON YOUR OWN, DOESN’T MEAN YOU NEED TO

Whether you’re ready to retire, selling a business, or experiencing a life-changing event, BWM Financial is a wealth management firm in San Diego here to work with you to determine, navigate, and achieve your greatest goals.

Our multi-layered approach to financial planning provides a superior and fully integrated experience.


Charitable giving


Estate planning


Investment management


Retirement planning


Tax planning


Risk management


CPA/Legal coordination


Legacy planning

Because most plans in life have a shelf life, we believe life is better when your plan is dynamic.

Services for Business Owners

Business owners are often very focused on day-to-day planning for growth – and with good reason. But no matter what state you are at, whether you are just starting your business or you are starting to think about planning an exit, there are strategies and structures that can help you maximize value.
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Services for High Income Earners

At BWM Financial, we’ve helped executives, engineers, and scientists at San Diego companies with their financial affairs for over 20 years. This often involves navigating the complexities of employee benefits, such as company stock, options, retirement plans, and insurance benefits.
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Our Blog

Stay on top of the latest market trends, news, and insights, authored exclusively by our experienced team.
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Our Events

Check out our latest events.
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Our Tools

Check out the additional tools we use for EMX Financial Planning, LPL Accounts, and our BWM Financial personalized features.
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Our Webinars

Dive into our latest webinars.
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