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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

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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Stay Focused on What Matters

Charlie Ellis, called Wall Street’s wisest man by personal finance columnist Jason Zweig of the Wall Street Journal, is a renowned investment consultant I have quoted many times. The thrust of his advice (indeed, he wrote the book on it) is for investors such as us...

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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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