At BCM Advisors, we work with client and family households with $500,000 or more of investable assets, seeking to partner with a team of trusted advisors focused on protecting and growing wealth generationally through a thoughtful approach.
Our Services
Asset and Income Preservation
- Insurance and Risk Mitigation
- Generational Wealth Transfer
- Capital Preservation Strategies
Wealth Optimization
- Retirement Strategies
- Cash Flow and Debt Management
- Cost/Benefit Analysis
Investment Planning
- Portfolio Management
- Stock Option Strategies
- Portfolio Stress Testing
Our Latest Insights
Attention Business Owners: Reporting Requirements for the Corporate Transparency Act
In 2021, the Corporate Transparency Act became law, requiring many business owners to submit additional information on the company and its beneficial owners to the Financial Crimes Enforcement Network (FinCEN), a bureau of the U.S. Treasury Department.
2024 Retirement Plan Contribution Limits
As the 2023 tax season kicks into top gear, have you started thinking about 2024 yet? While most tax planning is accomplished throughout the year, getting a head start can help make 2024 a smooth ride. If you traditionally max out your 401(k) or IRA, your regular contributions should be updated to account for the latest increase in limits by the IRS. The contributions amounts have increased, as well as the phase out limits for IRA contributions.
What Entity Choice is Right for Me?
Are you thinking about starting a business and not sure what entity is the right choice for you? If you’ve ever gone on to the secretary of state’s website to create a new entity, the choices can be a bit overwhelming. Let’s go through some of the basic advantages and disadvantages of each of the most common entity choices.
“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
“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
Sign Up for "Our Thoughts"
Get our latest industry insights delivered straight to your inbox.