Investment advisory
Managing risk, building your wealth, and having a plan in place to guide you through market uncertainty is why we use a three-tier income strategy.
This investment planning is designed to balance immediate income needs with long-term growth objectives by segmenting investments based on time horizons and risk tolerance. This approach helps ensure that funds are available when needed while also positioning assets for future appreciation.
BW Wealth Management clears through LPL Financial, the biggest independent broker dealer in the country. LPL has over one thousand selling agreements with the biggest investment firms that have met SEC, FINRA and LPL standards to be on the platform. LPL has no proprietary funds, allowing us to use the best products available for our clients without conflicts of interest.
Best for: Anyone who needs income now and growth later, which is nearly everyone approaching or in retirement.
- Tier one
- Short term · conservative and liquid
- Tier two
- Intermediate · growth and income, buffered
- Tier three
- Long term · capital appreciation
- Custodian
- LPL Financial · no proprietary funds
What this covers
- Tier one — checking, savings, money market and CDs
- Tier two — tactically managed portfolios and fixed guaranteed investments
- Tier two — unit investment trusts, bank notes and bonds
- Tier two — structured annuities, buffered ETFs and ETF floors
- Tier three — tactically managed portfolios, ETFs and stocks
- Tier three — alternative investments, REITs and crypto
Important disclosures
All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.
Next step
Start with a conversation, not a pitch.
An initial conversation, at no cost and no obligation. We look at what you have and how it is currently taxed before anyone recommends moving anything.
Scottsdale and the greater Phoenix valley · Monday to Friday, 9am to 5pm