Looking Forward: 2015 and Beyond

By:  Rob Carpenter | President & CEO

“be always at war with your vices, at peace with your neighbors, and let each new year find you a better person.” Benjamin Franklin

Time moves inexorably forward, and with it come inevitable changes. Some change comes without warning, and we do our best to adapt. But you won’t be surprised that we at BWFA prefer to anticipate change by being as prepared as possible beforehand. This year, we continued to do that by making great strides in every department: Investment Management, Financial Planning, Tax Service, and Business Services.

Looking ahead to 2015, I’m inspired by the words of Walt Disney: “Times and conditions change so rapidly that we must keep our aim constantly focused on the future… Keep moving forward, opening new doors and doing new things.” In that  spirit of innovation and opportunity, BWFA has been moving forward by focusing on our expert staff and by adding new services to improve the ways in which we help you, our clients, to reach your goals.

As we grow, our clients often ask us how big the firm will become. We understand this concern—personalized service is as important to us as it is to you. And while the firm needs to open “new doors” and do “new things,” we will always continue to provide exceptional, individualized service and to remain steadfast in our commitment to our core values. Our clients—and the service that we provide you—are our primary focus.

We value your feedback. When we asked a few clients how they would like to see the firm grow, some of their answers included:

  • Keep a close, special relationship between BWFA and the client
  • Hire trustworthy professionals who care
  • Continue to provide service that always keeps the best interest of the client in mind

We will never lose sight of these critical tenets. They have always guided us, and they will continue to guide us into the future. This is what makes our firm unique and our relationship with our clients so special.

When you have great clients and a wonderful team of dedicated professionals who share a passionate commitment to realizing a common purpose, anything is possible. I am proud to lead our team, and we cannot wait to do even more for you and your families in 2015.