Broker Check
Account View

BWD Wealth Management will never call and ask you for your account information, or online credentials. If you receive a call requesting any information, hang up. Do not supply any information. If in doubt, call us at 608-253-1111.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Learn More

Surprises

Making the most of surprises is a great reason to work with us.

Learn More

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.
Learn More

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.
Learn More

Forecast

This short video helps explain why markets can be as unpredictable as the weather.
Learn More

Getting Started 

We work with you to outline what's most important and craft a financial strategy around your needs.

Learn More

Financial Planning

We focus on building meaningful experiences for our clients, thanks to decades of experience.

Learn More
Nate Keller

Nate Keller

Senior Financial Consultant

(608) 254-3627

Avi Bjelich

Avi Bjelich

LPL Financial Advisor

(608) 254-3687

Denise Marks

Denise Marks

Client Services Assistant, LPL Financial

(608) 254-3615

Sign Up for Our Newsletter

Thank you!
Oops!

Have a Question

Thank you!
Oops!