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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

  • Republicans Trumped

    by Richard Boyer, CFP®, CFA
    12 August, 2015

    I watched the “Republican Candidates Debate” last Thursday evening. This early in the campaign, watching the event is something you typically do when you have no other plans. However, the first Republican debate was some of the better prime time programming shown on television in a while.  Donald Trump was a total wild card and stole the show. I’m not saying he won the debate, or that he is/isn’t the best candidate for president. I’m saying he stole the show. And he changed the way debates unfold. Right from the beginning when the moderators asked the ridiculous “pledge” question, ”If you are not nominated, will you PLEDGE to support the nominee and not run as an independent? Raise your hand if you will NOT pledge.” The only hand to be raised was Donald’s. That set the tone for the evening. Most of the other nine candidates (a couple of whom might actually be good presidential material) had their usual pre-prepared speeches that they recited whenever they were asked a question, (...)

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