ga('require', 'displayfeatures');

Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

 
Where investors come first Take charge of your future Invest confidently We invite you to become a client

Now’s the right time to think ahead

No matter where you are in your life journey, it’s important to have a plan for the future. Our wealth advisors can help you identify important wealth milestones and chart a clear path to get you there. We make the complicated, time-consuming effort of managing money clear and purposeful to your life vision.

Contact Us
Call Out Box One Call Out Box One

Our team approach provides you with broader financial perspectives and deep market insights.

Learn More
 
Call Out Box Two

We enjoy building lifelong client relationships that span multiple generations

Learn More
 
Call Out Box Three

We’re not just financial advisors. We’re mentors, ready to help you better understand investing and wealth strategies for life.

Learn More
 


Career Opportunities

Career Opportunities

Learn more
BWA Community Outreach

BWA Community Outreach

Learn more
BWA in the News

BWA in the News

Learn more

Helpful Content

Retirement Realities

Retirement Realities

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.

Behavioral Finance

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

Your Cash Flow Statement

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

 

A Checklist for When a Spouse or Parent Passes

An overview of some fundamental steps when a loved one passes.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Building Your Legacy

A four-step framework for building a personal legacy.

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

How Retirement Spending Changes With Time

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.

Investing for Impact

Learn how to build a socially conscious investment portfolio and invest in your beliefs.

View all articles arrow

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

View all calculators arrow

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

View all presentations arrow

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

View all videos arrow