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

Learn more

BWA guides Girl Scout careers

Learn more

BWA in the News

Learn more

Helpful Content

To Catch a Thief

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

 

Mastering Mobile Lingo

Do you understand these common mobile slang terms?

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

View all articles arrow

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

View all calculators arrow

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

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

5 Smart Investing Strategies

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

Investment Strategies for Retirement

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

Long-Term-Care Protection Strategies

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

View all presentations arrow

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

View all videos arrow