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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

  • Strangest Election Ever

    by Richard Boyer, CFP®, CFA
    20 December, 2016

    In the last Investment Commentary sent out the day before the election, Calm Before the Cloudy Skies, we wrote, "It would be a cruel joke on Donald Trump if he accidentally won the election," noting that he ran his campaign as if he wanted to lose and would be disappointed if he was elected president of the United States. If you are a regular reader of our Investment Commentary, you are used to the touch of sarcasm that is our hallmark. Sarcasm notwithstanding, like most Americans, we were stunned with the consistency that Trump won almost every battleground state, one after another after another. Florida, North Carolina, Ohio, Michigan... and then Pennsylvania. Pennsylvania seemed to have Hillary Clinton in the lead all evening and then Trump took that one too. So what happened? How did the unelectable get elected? How did a person with such a propensity to offend so many people get so many of those people to vote for him? How could someone so irritating and vulgar (his own party basically disowned (...)

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