Bedrock Investment Advisors Employee Directory

Financial ServicesArizona, United States2-10 Employees

Bedrock Investment Advisors is dedicated to providing each client with unbiased financial advice and excellent customer service. We work with both Individuals Investors as well as small to mid-size Corporations and will custom design the plan that works best for you.

Along with State of Art client integration and Portfolio Design technology, Bedrock provides a full range of 
financial services for discerning clients who want help protecting and increasing their financial comfort.

Bedrock’s investment process

•	Establish and define the Client-Planner relationship.

•	Gathering Client data.

•	Help the Client recognize and define their goals.

•	Analyze and evaluate the Client’s financial status.

•	Develop a structured financial plan and make recommendations and/or alternatives to the Client’s current financial holding and positions.

•	Implement the financial planning recommendations.

•	Rigorously monitor the Client’s financial plan and positions and adjust as economic and Client circumstances dictate.

If you want a free appraisal of your current investments and financial plan or would to align yourself with unbiased Investment Advisors then you owe it to yourself to give us a call.

Phone:  800-779-4183

Investment advisory services offered through BWM Advisory, LLC (BWM). BWM is registered as an investment adviser with the SEC and only conducts business in states where it is properly licensed, notice filed or is excluded from notice filing requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability.

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