Broker Check

Who we are

Professional Network

At BWA, we recognize that no wealth management firm can be an expert in every field. We have formed strategic partnerships with accountants, estate attorneys, mortgage brokers, and insurance specialists to ensure top quality expertise, in servicing our clients' complete financial situations. The involvement of our partners will vary, and may be as simple as providing an answer to a question, or as complex as playing an integral role in a comprehensive plan.

Charles Schwab

Investment Custodian Charles Schwab & Co., Inc. is the primary custodian for our clients' investment accounts.