Safeguarding the Things That Matter Most

As a client of ours, you should expect:

  • A financial planning process that guides you through a comprehensive, yet concise, analysis.
  • A portfolio of individual securities built in-house that is focused on your need for investment risk.
  • Thoughtful advice for financial questions that might arise.
"When can I realistically retire?"
"In retirement, how much can I safely spend?"
"When should I file for Social Security?"
"What should I do with my company stock options?"
"Should I pay extra toward my mortgage?"
"How can I use securities to make a charitable gift?"
  • Unparalleled service and expert guidance.
  • Coordination with your other financial professionals: Estate-Planning Attorney, CPA, Insurance Agent, etc.
  • Proactively-scheduled reviews to discuss the progress of your financial plan and performance of your portfolio.
  • A team of professionals who are driven to provide you peace of mind.

Contact us if you would like to learn more about how BCWM provides clients peace of mind.

PWM Services