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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

  • Calm Before the Cloudy Skies

    by Richard Boyer, CFP®, CFA
    7 November, 2016

    In a year when almost any Republican candidate could have beaten Hillary Clinton to become president of the United States, somehow the Republican party nominated the one candidate who, if he could win, simply won’t let himself win. It’s as if running for president has been nothing more than free publicity for whatever TV show Donald already has planned… with no intention of winning the election. It would almost be a cruel joke on him if he accidently won the election. “What? Now I have to be president for four years? I had this great TV show all lined up and now I have to run a country instead? You gotta be kidding me! Do they really think I am going to build a wall and make Mexico pay for it? This country must really hate Hillary because I did almost everything I could to lose that election!” And it’s not like Hillary hasn’t done what she could do to lose the election either. It seemed that Hillary had a (...)

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