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What We Do

Why should your financial plan be a “cookie cutter” solution?

You deserve a financial plan that is 100% tailored to you. Services include:

Investment Management

Financial & Retirement Planning

Estate Planning

Insurance Planning

Tax Planning

Education Planning

Cash Flow Planning

Executive compensation

Business transition/acquisition

Professional athlete


Retirement 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.

Professional Athletes

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.

Are We a Fit For You?

Our services start by completing a set of online pre-meeting questions.
Once we receive those we will reach out to schedule a complimentary 30 minute phone meeting.

Start Your Pre-Meeting Questions Now