Bonwell Capital Management, LLC

William S. Bonwell is the President and Principal of Bonwell Capital Management, LLC, established in 2006. With a background in Political Science, Economics, and Financial Planning from Virginia Commonwealth University, Bonwell holds various professional licenses and designations, including the Certified Financial Planner™ (CFP®) certification, AAMS® Accredited Asset Management Specialist, and CRPC® Chartered Retirement Planning Counselor. As a fiduciary, Bonwell is committed to providing financial planning services in the best interests of clients. Clients have the option to engage in insurance product transactions through Mr. Bonwell, who is also a licensed independent insurance agent. While he may receive commissions for these transactions, Bonwell Capital Management discloses this potential conflict of interest and emphasizes clients' freedom to purchase insurance products elsewhere. The firm's Code of Ethics underscores employees' fiduciary duty to prioritize clients' interests. Bonwell Capital Management does not charge performance-based fees and has not been involved in any disclosure events. Clients can contact William S. Bonwell for further information or access the firm's brochure for comprehensive details.