Why is a Comprehensive Portfolio Assessment So Important? [23 Factors that Impact your Investment Portfolio]

BWFA evaluates 23 factors that impact your investment portfolio in our Comprehensive Financial Assessment conducted by a Certified Financial Planner and a Senior Portfolio Manager.

How will your portfolio score?

Sign up for this important webinar to learn how to optimize your current investment portfolio. This webinar is designed for investors who do not currently work with BWFA. By understanding the tools and techniques that we utilize, we believe you can enhance your overall performance, reduce risk, and provide yourself with a better investment strategy to secure your financial future. We welcome the opportunity to explore how BWFA may be able to help you.

Check out BWFA‘s Webinar Schedule for upcoming dates: https://www.bwfa.com/schedule/

For questions or help registering please contact, Cortney Caronna at ccaronna@bwfa.com

Managing Director, Wealth Management & Executive Manager