We're committed to helping our clients plan for their financial security.
Our mission is to inspire our clients in making informed financial decisions through education, communication, and service which exceeds their expectations.
BMWA's primary practice is with professionals, families, and small business owners, whom we partner with in the strategic placement of their assets to help protect against future taxes, inflation, and unforeseen events. We provide quality investment planning guidance to every client on an individualized basis. Our structure of partnerships with CPA's and attorneys allow us to quickly and cost-efficiently help solve even the most complex issues as they may arise for each client's unique situation.
Nurturing our most valuable assets - relationships.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Here are five facts about Social Security that are important to keep in mind.
There are things about Social Security that might surprise you.
The true cost of raising a child may be far more than you expect.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
For some, the social impact of investing is just as important as the return, perhaps more important.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help you estimate how much you may need to save for retirement.
This calculator helps estimate your federal estate tax liability.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This questionnaire will help determine your tolerance for investment risk.
Determine if you are eligible to contribute to a traditional or Roth IRA.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
What are your options for investing in emerging markets?
Learn how to harness the power of compound interest for your investments.
Have you explored all your options when it comes to managing your taxable income?
If you died, what would happen to your email archives, social profiles and online accounts?
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.