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Our Pursuit

OUR VISION

<strong><br/>Our vision is to empower generations to achieve financial fortitude using compassionate, collaborative planning solutions.<br/><br/></strong><strong>We believe that every person's financial journey begins somewhere. Whether you've recently retired, started a new family or launched a new career, financial planning can help you prioritize your goals and pursue the lifestyle you've dreamt of. We offer customized<br/>services in seeking to maximize investments and meet<br/>your needs on your timeline.</strong>


Our vision is to empower generations to achieve financial fortitude using compassionate, collaborative planning solutions.

We believe that every person's financial journey begins somewhere. Whether you've recently retired, started a new family or launched a new career, financial planning can help you prioritize your goals and pursue the lifestyle you've dreamt of. We offer customized
services in seeking to maximize investments and meet
your needs on your timeline.

OUR VALUES

VIRTUE

Integrity
Honesty
Compassion
Authenticity
Transparency

CONFIDENCE

Authenticity
Transparency
Acceptance
Professionalism
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:

Our Process
Our History
Our Values
Our Resources

The entities listed above are not affiliated with LPL Financial.

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