Why should your financial plan be a “cookie cutter” solution?
You deserve a financial plan that is 100% tailored to you. Services include:
Financial & Retirement Planning
Cash Flow Planning
BWM focuses on providing custom solutions for all of our clients. We believe that no two clients are the same, and every client has a unique situation with unique goals. In order to reach those goals, we work directly with our clients to get a complete understanding of their current finances and future goals, all in relation to time, the markets, and the best historical advantage. Thus, we revolve our practice around the Modern Retirement Theory.
Our advisor and former NFL Athlete, Kelly Jennings, specializes in providing customized Financial Solutions and Investment Services for professional athletes. Professional athletes are a special group that Kelly understands and works with. Not only is their life expectancy a lot longer than the average retiree, they also receive the bulk of their money very early. These services are offered through PRO Wealth Management.