CALIFORNIA CONSUMER

Our company-wide goal is to pursue an "Awesome Client Experience"; something we strive toward daily in every interaction we have. We believe this can take some of the stress out of all things financial. We take the time to get to know our clients because a hands-on approach individualized to each client's unique needs is the key to a successful partnership... Established in 1986, BWM is a local family business specializing in investment management and financial planning. Through providing you with our undivided attention we treat you like a member of our own family. Our recommendations are custom-tailored and implemented with a high standard of integrity in our partnerships... We encourage you to explore our site and learn more about the services we provide. Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more.

Primary location: Horsham United States