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Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 5pm

BCWM

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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.

10/29/2026

Interest rates haven't been this high since 2002. So, what's going on?
Our latest investment commentary breaks down what's driving rates higher and what it means for investors.

https://www.bcwm.com/wp-content/uploads/2026/10/10-LAddition-SIl-Vous-Plait.pdf

10/20/2026

10/02/2026

AI companies are warning us about the technology they’re simultaneously racing to make more powerful.

Interest rates are at their highest levels in decades.

And the Fed is dealing with problems it can’t exactly fix.

In our latest commentary, we take a look at AI, the incentives behind the push for regulation, and what’s driving rates higher . . . plus what it all means for investors.

https://www.bcwm.com/wp-content/uploads/2026/10/10-I-Urge-You-to-Urge-Me-to-Stop.pdf

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!

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!

Address

14221 Metcalf Avenue Suite 201
Overland Park, KS
66223

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

+19136852300

Website

http://www.bcwm.com/

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