BWA Helps Answer Tough Questions

  • Is my portfolio “broken?”  What should I do next?
  • Is my portfolio excessively complex?  How should it be simplified?
  • Are there hidden risks in my portfolio?
  • Am I spending too much?  Or can I afford to spend more?
  • Am I likely to achieve my goals?  If not, what needs to change?
  • Is my portfolio over / under / poorly diversified?
  • Do my current investment managers add enough value?
  • Do I have the right assets in the right accounts?
  • Whom can I trust to teach me more about my wealth concerns?