Contact a Wealth Advisor
We’re here whenever you need expert advice to meet your goals.
Different Options to Contact Your Wealth Advisor.
5123 Highway 11 S, Calhoun, TN 37309
Athens, TN 37303
You can also tell us a little bit more about you on the form below. Our wealth advisor will get back to you as soon as possible to answer any questions and discuss your financial goals. On the Contact Form below: Do NOT include information (such as your account number or social security number). Messages sent using the form below are not secure. To send a secured message to Bowater Credit Union, log in to myBRANCH and use the message feature.
Get a partner that helps you reach your financial goals
You don’t have to go through your financial journey alone. Our wealth advisor will guide and support you along the way to ensure you reach your goals.
We’ve helped people like you for over 15 years, which has helped us develop proven strategies that give real results.
Personalized Financial Plan
You’ll get a tailored investment strategy according to your personal financial situation, risk tolerance, and goals.
We regularly review your plan to make necessary adjustments and ensure it stays aligned with your goals
Our utmost priority is that you meet your financial goals. We genuinely care about your success and are committed to helping you.
Why Choose Bowater Wealth Management?
When you hire a Bowater Wealth Management wealth advisor, you get a partner that is committed to your success.
We’re dedicated to understanding your financial situation. Before giving any advice, we’ll gain a deep insight into your current circumstances, so we can use our knowledge and expertise to develop a comprehensive financial plan that’s tailored to your needs and wants.
Serving the Tennessee community and seeing our clients thrive is our top priority and greatest joy.
With your wealth advisor’s help, achieving your goals is easy!
Arrange Your First Meeting
Set up an appointment to get to know each other, discuss your goals, and answer questions.
Develop a plan to meet your goals, and set targets to monitor your progress.
Begin paperwork for account transferring or opening, online access, and follow-ups.
Keep It Going
Review your financial plan and documents, and make any necessary adjustments to ensure that you’re on the right path to meet your goals.
Wealth Management Services FAQ
Q: How do I set up a meeting with a financial advisor?
Q: Do I have to be a member of Bowater Credit Union to access wealth management services?
You’re eligible to join Bowater Credit Union if you live, work, worship, or go to school in Bradley, McMinn, Meigs, Monroe, or Polk Counties in Tennessee.
Becoming a member is easy. Simply open a savings account with a minimum deposit of $5, then you’ll be able to enjoy all the benefits of being a member.
Q: What exactly does a financial advisor do?
A: A financial advisor is a registered investment advisor whose priority is to guide and advise you to make wise financial decisions. Some of the things our wealth advisor does are:
- Analyze your financial situation.
- Answer any questions you may have about investing.
- Develop a personalized plan to achieve your financial goals.
- Recommend appropriate investment strategies.
- Manage and/or open accounts on your behalf.
- Review your investment portfolio and make adjustments as needed.
- Discuss how new financial needs may impact your financial plan (college planning, buying a new house, etc)
While those are some of the things your advisor can do for you, what they do will depend on your personal situation and needs.