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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

  • Talking Heads

    by Richard Boyer, CFP®, CFA
    22 September, 2016

    Aside from Super Bowls, the first 2016 presidential debate to be held on September 26th figures to be the most watched prime time program in the history of television. Which is really odd because when I talk to people, I don’t seem to run into very many “undecided” voters. With rare exception, virtually every person is either voting for Hillary Clinton because they think she is the most qualified (or because they can’t stand Donald Trump) or voting for Donald because they can’t stand Hillary. Ostensibly, debates are conducted to help voters decide who is the most qualified candidate. So if everyone already has made up his or her mind, why would the debate have such a large audience? Because it is going to be INCREDIBLY ENTERTAINING, that’s why! Viewers will be glued to their TVs to see if Donald can be successful dragging the debate into playground banter. Meanwhile they will be watching to see if Hillary can maintain her composure better than the Republican candidates did during the (...)

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