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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

  • Ebola & Uber

    by Richard Boyer, CFP®, CFA
    11 August, 2014

    July was ambitiously aiming for another month of stock market gains. Then POW! July 31st wiped out the entire month’s gains and then some. Stocks on U.S. exchanges lost almost 2% in one day, continuing downward the first few days of August. Well, what were you expecting? The stock market is up over 190% since the March low of 2009 and over 16% in the past 12 months. Did you think stocks would go up forever without anyone taking a profit? A little profit taking is normal and healthy, and quite frankly, we were wondering why it hadn’t happened sooner. That doesn’t mean we are running for the exits. On the contrary, we don’t see signs of an impending market sell-off yet. We are investors, not traders. Oh sure, there are plenty of reasons to worry: Russia shot down a Malaysian passenger jet The U.S. and a few allies have increased sanctions against Russia Russia announced retaliatory sanctions Israel and Hamas have stepped up military actions The Ebola virus And (...)

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