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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

  • KC Royals

    by Richard Boyer, CFP®, CFA
    7 October, 2014

    This past week the Kansas City Royals qualified for the playoffs for the first time since 1985, the year they won the World Series. That 29-year drought was the longest non-playoff drought of any major sports franchise in America. George Brett led the Royals to the 1985 World Championship, and there are many young children in Kansas City today who think about George Brett the same way I think about Babe Ruth. He was good. He played a long time ago. So what? It was so long ago that there are 26 players on the current 40-man roster who were not yet born in 1985. A few of them have older siblings who were not yet born in 1985. Out of curiosity, I checked 1985’s notable headlines, and my findings really illustrate just how long it has been since the Royals have been in the playoffs. Ronald Reagan was president. Reagan, who has been dead for more than ten years, was just about halfway through his eight-year stint in the (...)

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