BWB Advisory Group

BWB Advisory Group provides ongoing portfolio management, pension and retirement-plan consulting, and financial planning primarily for individual clients — including high‑net‑worth households — as well as pension and charitable organization clients. The firm generally operates under asset‑based advisory arrangements and prepares a written Investment Policy Statement for each client.

The firm typically requests discretionary trading authority and implements strategies guided by cyclical, fundamental, quantitative, technical and modern‑portfolio‑theory analysis, using long‑term and options strategies (including covered and uncovered options) alongside traditional mutual funds, ETFs and fixed‑income holdings. Risk tolerances and time horizons are documented in each client’s plan, accounts are reviewed at least annually, and clients receive custodial account statements and periodic written reports.

A noteworthy feature is an affiliation with an accounting firm, with principals who also offer accounting services; this connection can enable coordination of tax and accounting matters but is disclosed as a potential conflict of interest. The firm is small — a single advisory principal with a very limited number of client relationships and roughly $13.8 million in regulatory assets under management — yet offers access to a broad and sometimes higher‑complexity set of investments (private placements, venture capital, commodities, precious‑metal ETFs and options), which raises different liquidity and suitability considerations than many peers.