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.
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.
Our Blog
Stay on top of the latest market trends, news, and insights, authored exclusively by our experienced team.
Our Events
Check out our latest events.
Our Tools
Check out the additional tools we use for EMX Financial Planning, LPL Accounts, and our BWM Financial personalized features.
