No matter where you are in your life journey, it's important to have a plan for the future. Our wealth advisors can help you identify important wealth milestones and chart a clear path to get you there. We make the complicated, time-consuming effort of managing money clear and purposeful to your life vision.
Our team approach provides you with broader financial perspectives and deep market insights. We're not just financial advisors. We're mentors, ready to help you better understand investing and wealth strategies for life. Many Americans are operating their personal finances with only the barest minimum of knowledge.
Our team approach provides you with broader financial perspectives and deep market insights. We're not just financial advisors. We're mentors, ready to help you better understand investing and wealth strategies for life. Many Americans are operating their personal finances with only the barest minimum of knowledge.
Services
We are an independent financial advisory firm powered by seasoned advisors. Founded with a focus on investor financial independence and a dedication to family legacies; our services, strategies and systems are designed with you in mind. Our teams consist of skilled professionals with disciplines that bring expertise to each client case.
Michelle Brennan Hall is a veteran wealth advisor with more than 30 years guiding investors' net worth and financial decisions. Her focus is in personal wealth strategies for executives, physicians, business owners and. Jeff is Director of Operations at BWA and has overall responsibility for major operational areas, including the delivery of services to our customers, vendor management, contract negotiations, and all general business and legal.
Your goals may include paying for your children's college education, starting a business, selling a business, or investing for retirement. Whatever your hopes are, one thing is certain: your circumstances are absolutely unique-and your approach to wealth management should be, too.
That's why we developed the Financial Life Map Strategy Our proprietary tool unites the many facets of financial wellbeing into a clear, milestone-defined roadmap that will help you and your BWA financial team forge a comprehensive, realistic and achievable plan.
That's why we developed the Financial Life Map Strategy Our proprietary tool unites the many facets of financial wellbeing into a clear, milestone-defined roadmap that will help you and your BWA financial team forge a comprehensive, realistic and achievable plan.
At BWA, we understand the unique opportunities and concerns faced by high net-worth investors, and have developed specific strategies to address your particular financial needs. A simple word for a time that's not so simple. You've worked hard, saved and invested, yet you may still question whether you've done all that's necessary.
The financial freedom of women is one of the most meaningful advancements of modern society. There are many stakeholders in your life and having the time to focus on family, career, health, finances and your pursuit of happiness is paramount. With our Financial Life Map you can identify wealth milestones, chart a path to leverage your financial achievements and to have the financial strength you've always wanted.
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