BWFA evaluates 23 factors that impact your investment portfolio in our Comprehensive Financial Assessment conducted by a Certified Financial Planner and a Senior Relationship Manager.
Is your portfolio properly positioned for the recovery? How will your portfolio score?
Given the market turmoil throughout the past year, it is imperative that your portfolio is properly positioned for the recovery. 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. See additional details below.
Thursday, January 19, 2023 from 11:45 AM to 1:00 PM EST
We hope you can join us!
President and CEO
BWFA is a Fee-Only/Fiduciary Advisor.
For questions or help registering please contact,