About Us

about us

An Independent Money Management Firm

At BW & Associates Inc., we take the headache out of financial planning
As an independent money management firm, we are dedicated to providing extraordinary personal service.

  • We strive to be a partner that you can rely on for honest, intelligent advice, and expertise.
  • We pride ourselves in taking the headache out of financial planning for each and every one of our clients. ›› Read more


Customer Relationship Summary

Form CRS

We provide investment management services that include individual portfolio management, financial planning, and financial consulting.  ›› Read more ...


Our Philosophy

Investing For The Long Term

Bonnie Wusz, Founder

At BW & Associates, Inc., we apply over 30 years of experience and meticulous research to deliver a time-tested strategy to help you achieve your financial goals. ›› Read more ...


A Process For Achieving Your Goals

You'll Benefit From Our Proven Practice

At BW & Associates, Inc., we provide you with a framework designed to achieve your financial goals. The choices you make starting out or even at retirement can be overwhelming. Your decisions can powerfully affect your ability to fulfill your financial dreams. We are committed to developing a Financial Plan that focuses on your needs and desires. ›› Read more ...