There is no typical BWFA client, each is an individual. We serve corporate and government executives, engineers and scientists, small business owners, medical professionals, retirees, and families. Our clients are well-educated and accomplished in their fields, and along the way most have accumulated significant wealth, many investing $1 million or more with us.
Clients come to us for expert advice and the confidence that comes from having a dedicated financial advisor. Most are busy in their careers or are enjoying hard-earned retirement and don't want to spend so many hours managing day-to-day financial affairs. Our clients value high quality advice, planning, investment management and tax help and benefit from the coordination of these services at one firm.
