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Our Professional Pursuit

Our Mission

To help build and preserve your family wealth by evaluating your financial needs and lifestyle goals, and delivering unsurpassed levels of personalized service, professional integrity and unbiased guidance.

Our Vision

Empowering generations to achieve financial fortitude using compassionate, collaborative planning solutions.

Our Values

VIRTUE
Integrity
Honesty
Compassion
Authenticity
Transparency

SECURITY
Authenticity
Transparency
Acceptance
Trust
Competence

FORTITUDE
Family
Faith
Purpose
Health
Self-Reliance

VITALITY
Happiness (Live)
Levity (Laugh)
Harmony (Love)

Our Community Partners

We are an organization of committed individuals who value community participation and advocacy.   Included below is representation of the organizations with whom BWPS has had a mutually-supportive relationship throughout the years:
 

The entities listed above are not affiliated with LPL Financial.