“It is our mission to work with our clients to help them to realize their financial goals and to reach financial security.”
BWM Wealth Strategies is a holistic financial planning firm based in Charlotte, North Carolina that specializes in guiding professionals, executives, business owners, retirees, and families through life’s financial transitions. This means that no matter where you are in life, we have the expertise to help you achieve your goals, whatever they may be.
We work with clients in all phases of life. Whether paying off student loans, buying a home, growing your family, funding education goals, accumulating wealth, on the eve of retirement, or already retired, we have the capabilities to assist you in accomplishing your goals.
An award winning team
Marty Burch has been recognized by Forbes as a Best-In-State Top Financial Security Professional and Next-Gen Wealth Advisor. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This would not have been possible without you.
Forbes Best-in-State Top Financial Security Professionals list (July 2024). Research and ranking provided by SHOOK Research. Based upon data as of 12/31/2023. Forbes Best-In-State Top Next-Generation Wealth Advisors list, (August 2023). Research & ranking developed by Shook Research, LLC. Based upon data as of 3/31/2023. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.