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PERSONAL WEALTH MANAGEMENT

Help Safeguard the Things That Matter Most

Retirement planning. Wealth transfer. Risk analysis. We use these terms every day in our line of work. They are at the core of our financial planning services. To you, they are very personal, determining how your lifestyle and legacy are managed to protect the things that matter most to you.

Experience, integrity and professional ethics live here. At Boyer & Corporon Wealth Management we have four CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals who will listen for and care about your values. The CFP® certification is recognized as a standard of excellence for competent and ethical personal financial planning.

It’s important to us and to our clients, that we manage every portfolio in-house. Our portfolio management team consists of four Chartered Financial Analyst® (CFA) charterholders. The CFA designation has become the most respected and recognized investment designation in the world.

Your family can count on us to take a holistic approach to thoughtfully projecting risk and managing your portfolio accordingly. This is not only our job; this is our promise.

A Flexible Approach to Personal Wealth Management

From children and college to home purchase and maintenance. From caring for aging parents to planning for retirement, each turn in life affects the road ahead. That’s why BCWM is diligent in analyzing and managing these aspects of your life. While our approach is comprehensive, it is also inherently flexible, so we can help you better respond to changes in your family, goals and the world. You can trust we will communicate openly, as we guide, implement, monitor and follow up proactively over the course of the years.

BCWM’s proprietary planning process includes an in-depth analysis of your current financial situation. With strengths and vulnerabilities identified, we calculate your need for investment risk and manage your portfolio accordingly.

Our dynamic approach and risk analysis experience helps avoid unnecessary gambles and improve results. We walk with you, offering clarity to ensure your wealth management plan reflects what is most important to you.

OUR SERVICES INCLUDE:

EDUCATION PLANNING

ESTATE PLANNING

INSURANCE PLANNING

PORTFOLIO MANAGEMENT

RETIREMENT PLANNING

STOCK INCENTIVE PLANNING

TAX PLANNING

PHILANTHROPIC PLANNING

Greater Kansas City Community Foundation Financial Advisor Program

BCWM is pleased to participate in the GKCCF’s Financial Advisor Program, giving nonprofits access to guidance and information that will help their donors meet their tax and charitable giving goals. The GKCCF also administers Greater Horizons, an organization that allows partners like BCWM to offer philanthropic services throughout our community.