Private Wealth Management

Wealth is More Than Money

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

Private Wealth Management (PWM) is BCM's comprehensive investment advisory service that combines discretionary investment management and personalized financial advice. The service is designed for clients that seek a coordinated, holistic strategy with ongoing financial advice for their wealth, life, and legacy goals.

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 personalized strategies for achieving them.

Service Fees

We believe fair and transparent pricing is crucial to preventing conflicts of interests in the client-adviser relationship. We operate on a client-fee-only basis and never receive hidden or third-party compensation. The annual fee for PWM is 0.89% (or less) for assets under management of $1 million or greater.

Why choose BCM?

Questions? Contact BCM.