Incorporated in 2006 and regulated under the MiFID regulations, BCWM was borne out of and continues a 75 year old tradition of advising clients and their families. We take a holistic view of financial planning and wealth management looking at the client’s overall financial circumstances, requirements and aspirations.
Why choose BCWM?
Because of our experience and culture, we are able to call on a range of advisory services thus providing a truly unique depth of service even for the most complex of financial planning and investment issues.
If you seek these attributes and need assistance in wealth management, do contact us.
Finding peace of mind starts here
Fee only approach
Unique Five Fund Analysis
Transparent fee structure
Initial no-obligation meeting
Boundary Risk Analysis
Expert and experienced team
Comprehensive integrated suite of services