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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

  • VOTE!

    by Richard Boyer, CFP®, CFA
    16 August, 2016

    In what will easily be the most bizarre presidential campaign in our lives (maybe in history), I am telling you today that it is important that you vote. I’m not telling you which candidate should receive your vote. My Investment Commentary remains impartial for a reason. But never in my life have I heard so many people say, “I hate them both, so I’m not going to vote.” And it’s a fair statement. Both of them are not very likable, each for their own special reasons. Although there may be other good reasons for you to cast a ballot (foreign policy, deficit spending, fiscal policy, she’s a liar, he’s a loose cannon), the most important reason is the Supreme Court. Over the next four years, there are likely to be as many as four new vacancies on the Supreme Court. The president of the United States gets to choose who fills those vacancies. Yes, Congress has to confirm the selection, but they only vote on who the president chooses. And (...)

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