What We Do
BCWM has a long heritage of serving the complex financial management needs of wealthy individuals, families, and institutions.
We make it simple
Our clients understand exactly how much risk they need because our team of CFP® professionals calculates this number for them. We don’t ask them how they feel about risk. We tell them how much risk they need based upon the lifestyle they desire. They leave each meeting knowing they have a workable plan.
We manage in-house
Our team of CFA® charterholders predominantly use individual securities to create portfolios designed to achieve the highest rate of return for a given level of risk. Avoiding the added layer of fees charged by investment “products” (like mutual funds) makes it easier to achieve expected returns.
We are national
Today, we have clients in 36 states and approximately $600 million assets under management (as of January 2025).
We care about one thing
Every decision is made with this question in mind: “Will this provide our clients peace of mind?”