Family. Friends. Charity
Retirement Planning & Charitable Giving
Refer a Friend, Change a Life.
What is the BML Advocate Club?
- The BML advocate Club is an exclusive club for our clients who support us through referrals. The majority of our clients come from word of mouth. As a token of our appreciation, we’ve founded the BML Advocate Club to give back and donate to charitable causes.
Club Benefits
- We will make a $50 donation in your name to a charity for each qualified referral.
- New for 2023: At the end of the year the donation total will be matched by BML Wealth Management to local charities close to our heart!
How to Qualify?
- Qualification is simple! Just refer a friend or family member to our firm that we have not yet met. Once your referral meets with us, you will receive confirmation from our office that you are now a member of our exclusive club. It’s that easy!
How to become a lifetime member?
- New for 2023: After you make 3 referrals that meet with us, you become a member for life!
The Details
The best way is to give us their contact information so we can reach out to them. We will send them a valuable information package and invite them to an introductory call. To provide us their name, address, and email you can either: call us, email us at advocate@westwealthgroup.com, or simply submit the form to the right.
So, who should I refer?
The people we work with share some commonalities:
- Retired or close to retirement
- Undergoing a major financial change or life event
- Looking for an overall plan
- Concerned about the market
- Seeking a second opinion (doesn’t matter if they have an existing advisor)
Join The Club!
Advocate Club 2022
