Private Wealth Management

Wealth is more than money.

It's the freedom to live your best life on your terms.

PRIVATE WEALTH MANAGEMENT

At BCM, we help individuals, families, and organizations manage, grow, and protect their wealth. We leverage modern technology and value personal relationships to provide the capabilities of a large institution with the intimacy of a small boutique.

RELIABLE EXPERTISE

We have decades of wealth management expertise you can rely on. Our tenure of practice and caliber of credentials place invaluable knowledge, experience, and confidence on your side of the table.

EXCEPTIONAL SERVICE

We provide exceptional service with a fiduciary duty. Our seasoned professionals commit undivided personal attention to understanding your needs and representing your interests.

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OUR PROCESS

We believe financial decisions should be based on circumstances and objectives, not speculation about what markets may or may not do. We use a disciplined process that focuses on your needs and goals to develop customized strategies for achieving them.

SERVICE FEES

FEE-ONLY

We believe properly structured compensation is the best way to align client-advisor interests. We operate strictly on a fee-only, fiduciary basis and do not receive any hidden or third-party compensation. This transparency eliminates conflicts of interest and ensures our allegiance to clients.

WEALTH MANAGEMENT

Full-service wealth management includes comprehensive financial planning and ongoing discretionary portfolio management. The service is provided for an annual fee of 0.89% per year (or less) with assets under management of $1,000,000 or greater.

Contact BCM for a personalized quote.