© 2018 by Bond Wealth Management, LLC   |   Privacy Policy   |   Firm ADV

BOND WEALTH MANAGEMENT, LLC (“BWM”) is a registered investment adviser offering advisory services in the State of Virginia and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by BWM in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

 

All written content on this site is for information purposes only. Opinions expressed herein are solely those of BWM unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

INDEPENDENT
& TRANSPARENT

We’re wholly independent — we don’t get paid commissions to sell you certain financial products. This means that any recommendation we make is because we truly believe it to be the best option for you, not because there is anything “extra” in it for the firm. 

QUALITATIVE, 

AS WELL AS QUANTITATIVE

Many firms will have you take a “Risk Tolerance” assessment and then deliver a pre-assembled portfolio based on your score. Essentially, you're a number. We’d rather get to know you and the goals you have, and then work out a plan that aligns with your comfort level.

A PARTNERSHIP

FOR THE LONG-HAUL

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We believe in keeping you involved in your financial progression — not just accepting a check and “taking care of it.” We strive to be an educator on why certain recommendations and decisions are being made — this shared knowledge leads to more successful outcomes.

 

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BOND'S FINANCIAL PLANNING PROCESS