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.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Five phases to changing unhealthy behaviors.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help you estimate how much you should be saving for college.
There are a number of ways to withdraw money from a qualified retirement plan.
Are you ready for retirement? Here are five words you should consider.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
With alternative investments, it’s critical to sort through the complexity.
Around the country, attitudes about retirement are shifting.
Investors seeking world investments can choose between global and international funds. What's the difference?
Learn how to harness the power of compound interest for your investments.