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.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Try these activities to keep your brain sharp.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
These food myths will really put a drain on your wallet.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator demonstrates the power of compound interest.
This calculator helps estimate your federal estate tax liability.
Estimate the total cost in today's dollars of various mortgage alternatives.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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 presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Investors seeking world investments can choose between global and international funds. What's the difference?
If you died, what would happen to your email archives, social profiles and online accounts?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Estate conservation is too important to put off. Do you have a smart exit strategy?
A bucket plan can help you be better prepared for a comfortable retirement.
There are three things to consider before dipping into retirement savings to pay for college.