Most people prefer to choose to do business with an individual or company based on the strong word-of-mouth recommendation of a trusted friend. Chances are, that is indeed how you came to know us. Over the years, we have developed high-trust relationships with a number of professional advisors with whom we have collaborated on our clients’ planning implementation, specifically Estate Planning Attorneys, CPAs, Trust Officers, Insurance Professionals, Bankers, Mortgage Consultants and Realtors. Additionally, we have employed the services of various other service providers both in our business and personally (BWC does not pay or receive referral fees).

If you have need of a recommendation for professional or trade services, please give us a call. We would be pleased to provide you with a high-trust referral to carefully selected providers that we are confident will serve you with excellence.

Thank you.