Financial Counseling

The investment world is constantly evolving, and so is your financial situation. Part of BWM's role as wealth manager is to stay abreast of those changes, and counsel our clients on their financial issues. We regularly help our clients with a wide variety of questions, including:

  • When to pay off theĀ mortgage
  • How to save for college
  • How much to save for college
  • Gifting and charitable contributions
  • Required insurance types and amounts
  • Estate planning

In addition, we help our clients build relationships with other trusted professionals, including attorneys, accountants, and insurance agents. Through these mutually supportive relationships, we ensure that clients receive the comprehensive financial counseling and care that they need.