Wealth Management

Listening is our first priority. We believe the initial step to creating and growing a lasting relationship is understanding your unique set of goals and priorities. Once we understand your perspective, we can put our professional expertise and personal experiences to work for you. 

Whether you wish to retain your assets for thoughtful use during retirement, grow your wealth to benefit future generations, or create a lasting legacy through philanthropy – active, conscientious management can provide peace of mind.

Planning for Retirement

Selection of high quality¹ stocks, bonds, and mutual funds.

 

Investing an Inheritance

Minimal turnover, managing capital gains taxes.

 

Handling Divorce

Customized asset allocation based on your unique financial profile.

Preserving a Legacy

Projection of future wealth on a multi-generational level.

Utilizing Family Trusts

Recommendations for estate planning opportunities.

Saving for College

Produce a portfolio with consistent earnings and dividend growth at reasonable valuations.

¹BFM defines High Quality companies as those that share similar attributes, including but not limited to a demonstrated history of stable and growing cash flow and high returns on invested capital; stable business models, which we believe are relatively less exposed to economic gyrations and competitive threats; companies which our research team perceives to have competitive advantages that suggest sustainable profitability well into the future; low capital intensity and conservative balance sheets; and employee compensation aligned with shareholder interests. While the securities in which BFM invests typically share some of these characteristics, these are not required for inclusion in our strategies.

We take our fiduciary responsibility to our clients very seriously, and take pride in providing clarity in the sometimes complicated world of wealth management.

K.C. King, CFA, CIC

Managing Director