FORGOT YOUR DETAILS?

COMPREHENSIVE WEALTH MANAGEMENT

Established as a Registered Investment Advisor with the U.S. Securities and Exchange Commission in September, 2007, Boyer & Corporon Wealth Management, LLC has a long heritage of serving the complex financial management needs of wealthy individuals and families around the nation. Rich Boyer and Mindy Corporon have over 53 years of combined experience in the industry.

Today we serve families in 36 states with assets under management exceeding $375 million dollars. As you read further into our website, you will see how our collective experiences and unparalleled focus on the family has enabled our growth through continuous client referrals.

There is no greater satisfaction than knowing our relationship with a client will endure from generation to generation.

Our Approach

Over the years, our advisors have worked with hundreds of clients of varying wealth management needs.

Over time, we have perfected a comprehensive – yet flexible – process for working with individuals and families as they negotiate the complexities of wealth management.

Comprehensive & Flexible

At BCWM, we understand that our clients’ lives are affected by numerous interdependent financial concerns and goals. From children and college, to home purchase and upkeep; from caring for aging parents, to planning for their own retirement, each area affects the others in myriad ways.

That’s why we take a universal approach to the analysis and management of these integrated subsystems within our clients’ lives. While our approach is comprehensive, it is also inherently flexible, so that we can help our clients respond to changes in the family, their goals, the world.

When you become a BCWM client, you can expect the following approach to our services:

  • Establishing Family Goals & Plans
  • Comprehensive Data Gathering
  • Creating Financial Statements
  • Determining Lifetime Risk Projection
  • Creating a Liability Risk Assessment
  • Establishing Investment Plans & Portfolio
  • Management of Your Portfolio In-House
  • Monitoring Plan Performance