BWB Advisory Group

Overview

BWB Advisory Group is an independently owned registered investment adviser organized as an LLC. The firm serves both individual and family clients as well as institutional relationships, providing financial planning and discretionary portfolio management across individual, small-business, and institutional mandates. Its written advisory services also include pension consulting. Fees are charged as a percentage of assets under management and on an hourly basis. The adviser does not position itself as a multi-state ESG specialist and does not operate as a capital allocator; instead it relies on third-party managers for alternative exposures. The firm lists an affiliation with an accountant in its filings.

Assets & Accounts

Investments & Alternatives