Referrals & Partnerships
If you are a Certified Public Accountant (CPA) or a tax professional looking to bring wealth management to your clients, we’re the team to work with.
Let’s get to work.
Let’s start with the basics.
We answer emails fast and follow through on our obligations.
Professional relationships succeed when both parties keep open lines of communication and add value for their respective clients. A sense of humor helps. Results help a little more. Connect with us.
Qualified Plans- BWS can set up solo 401k plans, group 401k plans, SEP IRAs, Simple IRAs, Traditional IRAs, Roth IRAs and Cash Balance Pension Plans.
Tax Advantaged Wealth Management- Your clients come to you for tax advice. They also want to grow their investments and plan for their future. We can be your back office to help.
