Who says time-tested strategies can’t be applied in unpredictable market conditions? BWI recommends its Active Financial Management strategy for the savvy investor who understands that price changes don’t always happen at the close of business. This add-on service manages risk with more action, utilizing a combination of custom technical analysis. You can rest assured that BWI will respond when the market signals change, whether in the short-, medium- or long-term. If you’re more of a hands-off investor, BWI offers tax-sensitive, traditional Management and Rebalancing services so you can set your investments and trust them to grow over time. We equip you with invaluable market updates to ease your doubts.

There are a myriad of short-term or monthly services BWI loves to execute for the benefit of its clients’ long-term needs. From business planning to tailored 401K rebalances to consulting for major financial decisions such as refinancing or assistance timing mortgage rates for home purchases, Be Water will be there to provide expert counseling for your every financial goal.

Wealth management also should offer clients autonomy to experience life. BWI will partner with you to ensure that your financial decisions translate to experiential gains. Our financial planning services will help you sharpen your image of a desired financial future so you can look forward with clarity and confidence.

As defined in our agreements, qualified clients who have a high risk tolerance can select our performance-based management strategy, which includes hour-to-hour management of their portfolio and frequent trading to try to capture gains and reduce exposure to market movements.