Personal and Institutional Wealth Management. Where lifestyle and legacy are managed with care. We take pride in providing our clients peace of mind.
BCWM, LLC has a long heritage of serving the complex financial management needs of wealthy individuals, families and institutions around the nation. Our advisors have over 80 years of combined experience in the industry. Today, we serve clients nationwide and total assets under management is approximately $665 million (as of January 2026). We predominantly use individual securities to create portfolios designed to achieve each client’s financial goals.
08/24/2026
The U.S. national debt just crossed $40 trillion.
It’s a big number. But so was $30 trillion, and $20 trillion, and $10 trillion. When does it actually become a problem?
Our latest Investment Commentary puts the debt into context and looks at what it means for investors.
$40 Trillion and Counting 👇
https://www.bcwm.com/wp-content/uploads/2026/08/08-40-Trillion-and-Counting.pdf
07/31/2026
From AI valuations and infrastructure spending to the growing importance of trust in a world of limitless content, our latest commentary explores what investors should be paying attention to.
https://www.bcwm.com/wp-content/uploads/2026/07/07-Trust-Us.pdf
07/06/2026
Congratulations to Sean Easterly, CFP® for his completion of the Leadership Overland Park program with the Overland Park Chamber of Commerce!
For the last several months Sean and other leaders in our community met to discuss and learn about important topics impacting our city, county, and state.
Thank you for your commitment to our community, Sean!
07/01/2026
06/26/2026
The Fed has a new chairman, but the challenge remains the same. Read our latest Investment Commentary on interest rates, inflation, and a tribute to the late Alan Greenspan.
https://www.bcwm.com/wp-content/uploads/2026/06/06-Wonderful-Dilemma.pdf
06/11/2026
We’re excited to welcome our summer intern, Nathan Vincent, to our team!
Nathan joins us as a recent graduate of Iowa State University where he is now pursuing a Master's Degree in Finance.
We look forward to supporting his professional growth and seeing the impact he’ll make during his time with us!
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| Tuesday | 8am - 5pm |
| Wednesday | 8am - 5pm |
| Thursday | 8am - 5pm |
| Friday | 8am - 5pm |