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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.

Read the Latest Investment Commentary

  • A Tale of Two Stock Markets

    by Richard Boyer, CFP®, CFA
    13 November, 2014

    October. It was the worst of times, it was the best of times. But I’m NOT referring to the Kansas City Royals making it to Game 7 of the World Series (the best of times), leaving the tying run stranded on third base with two outs in the bottom of the 9th inning (the worst of times). No, in the first half of October, markets couldn’t seem to find a buyer and they plummeted daily on large volume with volatility we haven’t seen in over two years. U.S markets fell 5 ½% in the first half of the month, sending everyone running for cover and prompting “experts” who have been predicting a market crash for the past five years to start their version of “See, I told you so.” Then in mid-October, markets all over the world bounced. And it was not a Dead Cat Bounce. (No, I am NOT the author of that phrase!) No, markets bounced and kept rising all the way through Election Day. As I write (...)

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