As investment advisors it is our mission to help our clients achieve their financial, as well as life, goals. Throughout this relationship with our clients, we are there during many of the high points in their lives, but we are also there during some of the most trying too. The loss of a spouse is, […]
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BWFA Professionals Receive Additional Credentials: Certified Elder Planning Specialist (CEPS)
Our mission at BWFA is to provide our clients with comprehensive wealth management by offering asset management, financial planning, and tax services at one firm. In the past this most often took the form of providing expert advice to those in all stages of preparing for retirement. However, as the population of the country has […]