Our Promise to You

We will not disclose your personal information to anyone unless it is required by law, at your direction, or necessary for us to provide you with our services. We will not sell your personal information to anyone.

Information We Collect

We collect a variety of personal and non-personal information from you in order to complete our advisory obligation to you. The information varies depending on the type of advisory service we’re providing. This includes, but is not limited to, social security number(s), birth date(s), driver’s license number(s), investment and bank account information, insurance coverage and health status.

How We Handle Your Personal Information

All our employees have access to personal information in order to provide services to you. Each employee has signed a confidentiality agreement. Employees are not permitted to remove your information from our office unless they are meeting with you at a location outside of our office.

We share information between spouses unless you tell us not to. This includes financial planning, tax, IRA and retirement account information (401(k), TSP, 403(b), pension, etc.).

Your information may be shared with outside parties such as federal regulators, brokerage firms where trading orders are placed on your behalf, accountants, and insurance agents or realtors, as necessary.

We maintain a secure office including a monitored security alarm, cameras, motion detectors, and a file room door that is equipped with a combination lock. We encrypt emails that include sensitive personal information.

Our computer environment is secured by nightly backups, a firewall, a virtual private network for remote connections, and virus protection software. Our systems are tested against intrusion on a periodic basis.

Your personal information will be maintained during the time you are a client and for the required time thereafter. The retention periods are set by federal and state securities laws and are outlined in BWFA’s Policies and Procedures Manual. When the retention period ends, we destroy the records by shredding.

Analytics Tracking

BWFA uses Google Analytics to track website traffic, including number of pageviews, page duration, and general demographics of visitors. To opt out of this, you will have to modify your cookies. Most web browser settings are set for you to accept both our own cookies and third party cookies. However, you are able to adjust those settings to manage which cookies you accept or reject. You may also use these settings to manually delete all cookies currently stored on your computer at any point. Doing so, however, will likely limit the functionality of both our website and a large portion of the world’s websites, as cookies are a standard part of most modern websites. We recommend that, for the highest functionality of our website, you accept both our cookies and third-party cookies. However if you wish to reject our cookies, you can configure your browser to do so.

If you would prefer not to accept cookies, most browsers will allow you to: (i) change your browser settings to notify you when you receive a cookie, at which time you can choose whether or not to accept it; (ii) disable existing cookies; or (iii) set your browser to automatically reject any cookies. Start with these sites to learn more about your browser’s privacy controls:

• Internet Explorer
• Firefox
• Chrome
• Safari
• Opera

Additionally, Firefox and Chrome have extensive repositories of add-ons that can help enhance your control over your privacy. You can also learn more about cookies by visiting, which includes additional useful information on cookies and how to block cookies using different types of browsers.


Please do not hesitate to contact us with questions about this notice.