about us

A Partnership You'll Value

We have experience you can trust. Managing over half a billion dollars of individual assets, we have established a reputation in our field as a trusted counselor.

In our firm’s more than 30-year history, we have focused on empowering our clients to surpass their financial dreams.

As a privately held independent advisory firm, our advice is not influenced by a corporate parent, therefore we are free to choose the solutions that are right for you.

Who We Are

Our team of advisory professionals is comprised of individuals who specialize in complex financial planning, operational investment procedure and implementation, account tracking, investment analysis and portfolio valuation.

Our years of financial industry experience, coupled with our exceptional our clients with the tools that are geared towards achieving their current and future investment goals.


At BW & Associates, Inc., we are dedicated to making every client partnership a successful one.

  • Address

  • 3111 North Tustin Street, Suite 215
  • Orange CA, 92865
  • View Printable Map
  • phone 714.998.2077
  • fax 714.998.3573