While our passion for helping people drives us, our process guides us. At BDP&W, we adhere to a thorough process of discovery and situational analysis that allows us to fully understand our clients' issues and goals.
The BDP&W Process

It is this understanding that sets us apart; knowing our clients better than other professionals sets the stage for us to deliver more custom and effective solutions.

As well, our in-depth analysis often opens doors to other opportunities the BDP&W team of professionals are adept to address. Our commitment to our clients is helping them experience financial synergy.

syn·er·gy (sin-er-jee)

The interaction of two or more agents of forces so that their combined effect is greater than the sum of their individual effects. - American Heritage Dictionary

 
 
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Paul Dato, John Wright and George Mannella are Investment Advisor Representatives of, and offer Securities and Investment Advisory Services through, Woodbury Financial Services, Inc. Member FINRA, SIPC, and Registered Investment Advisor.

Fred Beyer, Frank Pistorio and Anita Reboletti are Registered Representatives of, and offer Securities through, Woodbury Financial Services, Inc. Member FINRA, SIPC.

BDP&W and Woodbury Financial Services, Inc. are not affiliated entities.

Fred Beyer is licensed in: AZ, IL, MI, MO, NJ. Paul Dato is licensed in: AZ, FL, IL, IN, NJ, NV, NY, WI. Frank Pistorio is licensed in: IL, TX, WI. John Wright is licensed in: IL, IN, MI, NY, OH. George Mannella is licensed in: FL, IL, IN, MD, WI. Anita Reboletti is licensed in: IL.