BKM Wealth Management

Emppowering Your Financial Future

At BKM Wealth Management, we believe financial planning isn't just about numbers - it's about understanding your individual aspirations and proactively guiding you towards a secure and prosperous future. Founded by experienced financial advisors with a deep commitment to personalized service, we are a family-run, fee-only practice in Brookfield, Wisconsin.

Our Guiding Principles

We adhere to the highest ethical standards as a fiduciary financial planner, meaning we prioritize your best interests above all else. We operate under a Code of Ethics that emphasizes transparency, objectivity, and personalized client care.

Comprehensive Services for Every Stage

Whether you're just starting your financial journey or navigating complex life events like retirement or estate planning, our comprehensive services are tailored to your unique needs:

Financial Planning

• Comprehensive analysis of your financial situation and goals
• Development of a personalized financial plan addressing longevity, tax efficiency, estate planning, charitable giving, risk management, and more
• Regular reviews and adjustments to ensure your plan remains relevant and effective

Business Retirement Plans

• Consultation to design and implement retirement plans for your business
• Guidance on choosing between 401(k), profit-sharing, and pension plans
• Ongoing education and plan management for your employees

Additional Services

• Tax-free income advisory
• Estate planning strategies
• Investment management and portfolio reviews
• Detailed financial calculators and online tools for easy planning

Our Team of Experts

Led by experienced financial advisors, our team of experts is dedicated to providing personalized attention and solutions to every client. We believe in open communication, clear explanations, and empowering you to make informed financial decisions.

Empowering You to Take Control

At BKM Wealth Management, we believe financial planning is a collaborative process. We work with you every step of the way, providing clear explanations and answering your questions in a language you can understand. We empower you to take control of your financial future with confidence.