Wealth Management

BWM is an Independent Registered Investment Advisory Firm (RIA). RIAs are held to, and act with, the highest fiduciary standard. Under this standard, advisors are legally bound to be stewards of your wealth by always acting in your best interest above all else. We are free to utilize what fits our clients’ needs, free from any outside influence or requirements. 

We work with a curated and vetted group of independent institutional investment strategists to implement our client’s investment strategies and day to day trading. To us, active tax management is a core component and just as important as security selection. We also have broad access to Socially Responsible Investments (SRI) and Environmental Social Governance (ESG) Screens, which are deployed for many of our clients.