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What We Offer

Wealth management solutions for individuals and families.

Services for Individuals and Families

Direct experience is valuable, but it’s not enough. The benefit of experience only comes when it translates into strategies and processes designed to meet your needs. We help you articulate your goals, expectations and risk tolerance and then use that information to craft a personalized investment strategy that accommodates your unique situation. It’s never a one-size-fits-all solution, nor is it ever a set-it-and-forget-it endeavor — a significant part of what we do is continually stress-test and rebalance portfolios in a consistent and disciplined manner. 

BWC has a distinctive investment approach — we proudly admit that we think differently from other investment consultants. Rather than looking at a 30-year investment horizon (as many others do), we focus on three-year increments. We’re convinced that this methodology provides a more accurate, clearer picture of where the market is headed in the near future. We also firmly believe that when you concentrate on managing risk, the upside will take care of itself — a philosophy that has stood the test of time for more than 40 years.


Our Wealth Management Solutions

 

Investment Planning

 
 

Impact Investing

 


 

Retirement Planning

 



 

Tax-Efficient Planning

 
 

Estate Planning

 


 

Education Planning

 


 

Philanthropic Planning

 
 

Liability Management

 


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