To learn more on how to achieve Financial Freedom, download our Special Report.
Our passion is to listen and truly understand what is important to you!
We will always methodically identify gaps before recommending a customized solution.
As your trusted wealth advisory team, we are dedicated to delivering a collaborative client experience that empowers and guides you to reaching a greater purpose for your wealth.
Our deep industry expertise, creative thinking, and innovative technology
will provide you the confidence to achieve your financial aspirations.
Enjoy More, Worry Less!
John Halterman has been featured on…
And Has Teamed up With Success Gurus, Brian Tracy and Jack Canfield
Co-author of "Masters of Success" Book
John's guest appearance on The Brian Tracy Show
John's guest appearance on Jack Canfield's Hollywood Live
ONE SAFE Place
BWM's Wealth Summary Center is your private, personal financial website. It allows you to have a simple-to-understand summary of all your financial priorities, investments, insurance, banking statements and important documents in one safe place. With it, you will be able to fully organize and manage your total financial affairs and establish your pathway to financial freedom and peace of mind.
Take Control of Your Money
The stock market appears to be going wild, but I'm concerned about what to do if a recession happens again. What should I be doing to prepare myself?
I'm an entrepreneur and have a financial advisor who seems to think life insurance is the solutions for everything. I keep telling him I want a wealth management strategy, but he doesn't seem to understand. Can you explain to him what wealth management is?
I own a dental practice and our company has a simple IRA, and our employees do not seem happy with it. I was told I should consider a 401(k)/profit sharing plan. Can you explain why?
Earlier in the year, I transferred my IRA to another IRA with a different company. I received a 1099R for this transaction. I'm very worried. I thought I could do this without paying any taxes. Please explain.
Why Allow Us To Serve You?
We specialize in helping Entrepreneurs, Medical & Professional Practitioners, and Retirees organize their financial junk drawers, reduce overexposure to taxation and
investment risk so they can achieve financial freedom and peace of mind for their families.
ONE SAFE Place
Life is busy. We will help you Simplify, Organize and Streamline your life!
We will provide you a private Wealth Solutions Center allowing you to have a simple-to-understand summary of all your entire financial picture. This includes financial priorities, investments, insurance, banking statements and important documents in one safe place.
This simplification will organize your pathway to financial freedom and peace of mind.