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.
