BW & Associates, Inc.

Overview

BW & Associates, Inc. is an independent registered investment advisor formed before 2016 and doing business as a corporation focused on individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses, billing clients on a percentage-of-assets-under-management basis. BW & Associates does not position itself as a capital allocator or pension consultant, is not identified as an active ESG investor, and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices