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SERVICES THAT DEFINE WEALTH MANAGEMENT

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Personal Wealth Management

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Institutional Capital Management

Individuals who have accumulated significant wealth recognize the need for highly qualified investment managers beyond the ordinary. At Boyer & Corporon Wealth Management, we simplify the challenges associated with managing our clients’ lifestyles and legacies. Today we serve families in 36 states with assets under management exceeding $450 million dollars. We specialize in planning for:

  • Education
  • Estate
  • Insurance
  • Portfolio Management
  • Retirement
  • Stock Incentives
  • Taxes
  • Philanthropy

Industry experience. Years of collective research and knowledge. Working for the common good of shareholders, investors, employees, their families and the board. We help guide companies and organizations to sound financial management of endowments, foundations and profit sharing plans. With top-level management in all asset classes, proven performance and competitive fees, BCWM offers advantages hard to find elsewhere.

  • Foundations
  • Endowments
  • Profit Sharing Plans
  • Trusts
  • Small Businesses

Rare Credentials Unique to the Industry

There are more than 116,000 CFA charterholders worldwide and an overwhelming number of firms with dozens or hundreds of financial planners on staff do not have a single CFA designation among them. We put our resources toward investment and portfolio research and still keep a macro view of the economy. The result is an effective, cohesive plan that is aligned with your investment objectives. BCWM:

  • Has four team members with CFA designations
  • Has four team members with CFP® certifications
  • Recruits and retains the best talent the industry has to offer
...because our clients deserve nothing but the best.