Working with BWM

By |2021-10-13T07:36:26-08:00August 30th, 2021|BWM|

Tme to Read: 2 Minutes Your financial advisor is the head of your team at BWM. We’ll spend the most time with you, getting to know you and your family and understanding where you are now and what your goals for the future are. But we don’t act alone – we are the quarterback that brings the right resources to

Expertise in Every Role: Why You Want an Operations Team with a CFP® Professional

By |2021-10-13T08:35:24-08:00July 5th, 2018|Featured, Wealth Management Resources|

Time to Read: 5 minutes | How Others Do It When clients interact with a top financial planner, the depth of knowledge in wealth management strategies is apparent and often indicated by the professional designation of the CFP® certification.  However industry-wide, many practices are structured so this knowledge is top heavy and siloed in

Electronic Scheduling

By |2021-10-13T14:09:53-08:00January 1st, 2017|Tools, BWM|

Book your appointments, calls, and web meetings online with our real-time calendar. Immediate appointment confirmation, reminders and calendar invites are emailed so you can schedule on your time.