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Personal Wealth Management
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Personal Wealth Management

Our firm has grown – one referral at a time since 2007, but our experience and history goes much deeper. Individuals who have accumulated significant wealth recognize the need for highly qualified investment managers beyond the ordinary. We simplify the challenges associated with managing our clients’ lifestyles and legacies.
Institutional Capital Management
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Institutional Capital Management

BCWM’s Institutional Management offers services to endowment funds, foundations, profit sharing plans, trusts and small businesses. With top-level management in all asset classes, consistent performance and individual security selection, we offer our institutional investors advantages they might not find elsewhere.
Well-beyond Certification
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Well-beyond Certification

While there are fewer than 116,000 CFA charterholders in the world, BCWM has four, along with four CFP® professionals on staff. This number of highly regarded certifications in a small-sized staff is rare. We are committed to recruiting and retaining the best talent the industry has to offer. About BCWM

Read the Latest Investment Commentary

  • Reaccommodate

    by BCWM
    13 April, 2017

    It is both interesting and disgusting that a business (any business) can intentionally screw up (routinely booking too many passengers as a course of business) and then hold their customers responsible for that screw up. United Airlines must win the prize this year for the most reprehensible corporate policy for dealing with the people who pay their bills. But they also get this year’s most creative euphemism award for using the word “reaccommodate” to describe what was essentially a “knockdown, drag out” of a paying passenger who refused to kowtow to their demands. President Trump has had one of the more interesting first three months in office that we can recollect, even with a Republican majority in the House and the Senate. Of course, it is worth remembering that the Republican Party basically disowned Donald Trump WHILE he was campaigning to be president. So, having a Republican majority in Congress doesn’t necessarily translate into smooth sailing for a president who is neither Democrat nor Republican. Trump discovered that concept fairly (...)

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