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BW Wealth Management

Your trust. Our expertise.

Your trust. Our expertise.

Our responsibility to our clients comes first. We take great pride in being a fiduciary, always working in our client's best interest. From wealth management to retirement solutions and estate planning, our insight and sophisticated financial strategies can help you work towards making your investment goals a reality.

Work With the Best

Work With the Best

No matter how complex your investing situation is, we can help.

Wealth Management

Wealth Management

  • Build wealth
  • Manage risk
  • Guiding you through market uncertanty
Retirement Management

Retirement Management

  • Maintaining your retirement
  • Lifetime income strategies 
  • Tax saving strategies 
Estate Planning<br/>

Estate Planning

  • Wealth Transfer
  • Protecting your estate
  • Controling your assets after your gone

Schedule A Consultation

If you believe you could benefit from working with a financial professional, let’s review yours goals to see if you’re a good match for our practice.

Make an Appointment

Our Services

  • Wealth management
  • Retirement management
  • Estate planning
  • Protection planning
  • Fixed income options
  • Income strategies
  • Small business growth and transition         


Why CFP&#174; Certification Matters

Why CFP® Certification Matters

Although many professionals may call themselves “financial planners”, only those who have completed the extensive training and requirements of the CFP® Board can call themselves a CERTIFIED FINANCIAL PLANNER™.  CFP® certificants have met the Board’s education, examination, and experience requirements. They also agree to adhere to high standards of ethical conduct, annual continued education, and pledge to keep their clients best interests as the top priority. For more information on the CFP® designation, please visit www.cfp.net.

*Steve Boeckmann is the only CERTIFIED FINANCIAL PLANNER™ at BW Wealth Management.

Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. We start by learning your personal situation, sharing your dreams and goals, and understanding your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation for success.

Speak with a Specialist

Let’s begin the conversation. Submit this form to schedule an initial conversation. 

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