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Planning with BCM

Risk Managed. Goals Achieved. Wealth Realized.

At BCM, we work with financial planning and advisory clients who have $500,000 or more of investable assets, seeking to partner with a team of trusted advisors focused on protecting and growing wealth through a thoughtful approach.

Our Services

Asset and Income Preservation

Asset and Income Preservation

- Insurance and Risk Mitigation
- Generational Wealth Transfer
- Capital Preservation Strategies

more about the team
Wealth Optimization

Wealth Optimization

- Retirement Strategies
- Cash Flow and Debt Management
- Cost/Benefit Analysis

more about your plan
Investment Planning

Investment Planning

- Portfolio Management
- Stock Option Strategies
- Portfolio Stress Testing

more about the all-weather approach

LATEST BCM INSIGHTS

Estate Planning - Don't Leave Home Without It

It is both easy and convenient to ignore the harsh truth of mortality.  While we try to focus on the good things in life and living in the present, acknowledging the inevitable throws a silencing wrench into our plans...

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Why Am I Doing This Again?

Through June 28th, the S&P 500 Index has tallied a -20% return over 68 negative trading days this year. With each additional negative day in the markets, investor confidence continues to erode. As the emotional toll builds, it reaches a terminal...

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Where Are the Billionaires?

How many billionaires are there today in the United States? While there is no definitive count, most estimates put the number at no more than 1,000...

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“Money’s greatest intrinsic value—and this can’t be overstated—is its ability to give you control over your time.”

- Morgan Housel

“The hardest work in investing is not intellectual; it’s emotional. Benign neglect is, for most investors, the secret of long-term success.”

- Charley Ellis

“The single greatest edge an investor can have is a long-term orientation.”

– Seth Klarman

 “A good idea, a long-term perspective, and the creativity to implement a strategy to profit from your insight are necessary to prosper in finance.”

– Leon Levy

“The most important investment you can make is in yourself.”

– Warren Buffet

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