Wealth Accumulation Platform

BWFA generally recommends this approach for clients investing up to $500,000.  Our wealth accumulation platform uses model portfolios that are primarily invested in collective investments such as index funds, actively managed mutual funds, and exchange-traded funds.   We believe these investment alternatives provide the necessary diversification to control risk at a reasonable cost.

Regardless of which approach is right for you, you’ll receive the attentive, customized service that is fundamental to our culture.

You can read more about investing for young individuals and families here.